# Triggers > Source: https://support.usebluehill.com/automations-triggers | Updated: 2026-10-27T18:49:55Z ## The trigger picker The trigger picker Under **1 · When**, the picker lists triggers under five headings: **Forms**, **Items**, **Boards**, **Customers & deals** and **Scheduled digests**. A template or board shows only the triggers it can use; the organization shows all of them. See [Which triggers each scope offers](./automations-where-rules-live#which-triggers-each-scope-offers). Some triggers fire the moment something happens. Others are checked on a schedule: due dates, follow-up dates and inactivity are checked every 15 minutes in your organization's timezone and fire at the hour you choose, and digests run on their own cadence. Scheduled triggers cannot be combined with a delay and always run once per item or board. ## Items The settings for "An item enters a status" | Trigger | Settings | Notes | |---|---|---| | **An item enters a status** | **Enters status** (required) and **Coming from** (*Any status* by default). | The most common trigger. Combine with conditions on priority, assignee or template. | | **An item is added to a board** | None. | Fires when an item is added to an existing board, not for the items a new board starts with. | | **The customer completes an item in the portal** | None. | Fires only when the customer ticks the item off in the portal, not when your team completes it. | | **A form linked to an item is submitted** | **Form** (*Any form linked to an item* by default). | For task forms the customer fills in from the portal. | | **A note is added** | **Note source**: *Any note*, *Item note*, *Board note* or *Customer timeline*. | Board-level notes fire with no item. Notes written by automations never fire this trigger. | | **An item's priority changes** | **Becomes** and **Coming from** (*Any priority* by default; *Low*, *Medium*, *High*, *Critical*). | | | **An item's due date changes** | **Direction**: *Any change*, *Pushed later*, *Pulled earlier*, *Set (was empty)* or *Cleared*. | | | **An item's due date is near or past** | *Days before the due date*, *On the due date* or *Days after the due date*; the number of days (1 to 365); and the hour (**at**). | Checked every 15 minutes in your organization's timezone; fires once per date. Completed items are skipped. | | **An assignee is added to an item** | **When this person is assigned** (*Anyone* by default). | | | **An assignee is removed from an item** | **When this person is unassigned** (*Anyone* by default). | | | **A select column changes** | **Select column** and **Becomes**. | Needs at least one select (dropdown) column on the board: *No select columns here yet — add one in the columns manager first.* | | **A linked support ticket is resolved** | None. | Fires for each board item linked to the ticket when the ticket becomes solved or closed. | | **An item has had no activity for N days** | **No activity for** N **days, checked at** an hour. | Activity means edits, status changes, notes and activity feed entries. Completed items and completed boards are skipped. Fires again only after new activity goes quiet again. | | **An item's follow-up date arrives** | Same as the due-date trigger, measured from the item's follow-up date. | | The settings for "An item's due date is near or past" ## Boards | Trigger | Settings | Notes | |---|---|---| | **The board's status changes** | **Board status becomes** (required) and **Coming from** (*Any status* by default). | Board statuses are *On Track*, *Stalled*, *Complete* and so on. | | **A board is created** | None. | Fires when a board is created from a template, imported or built by an automation. Narrow it with conditions such as **Board template** or **Customer category**. | | **The board reaches a % complete** | The percentage (1 to 100). | Fires when the board's weighted % complete crosses the number; fires again only if the board drops below and crosses it again. | | **A board has had no activity for N days** | **No activity for** N **days, checked at** an hour. | Same rules as item inactivity. | | **A board follow-up date arrives** | Same as the due-date trigger, measured from the board's follow-up date. | | ## Customers & deals These three triggers are available on organization rules only. | Trigger | Settings | Notes | |---|---|---| | **A deal / quote is accepted** | None. | Fires when a quote is accepted, from the public link or marked accepted internally. Add a **Sales group** condition to narrow it. | | **A customer or prospect is created** | **Which records**: *Customers and prospects*, *Customers only* or *Prospects only*. | Fires for records created in the app, through the API or captured from a booking, never for bulk imports. Narrow it with **Customer category**, **Customer owner**, **Prospect source** or **Pipeline stage**. | | **A prospect is converted to a customer** | None. | Fires when a prospect becomes a customer, converted by hand or by an accepted or paid quote. | ## Forms These triggers are available on a form's **Workflow** tab and as organization rules, which ask for the **Form**. | Trigger | Settings | Notes | |---|---|---| | **A form submission is received** | **A submission is received from**: *any source*, *public link*, *customer link*, *in-app*, *task form (portal)* or *booking*. | Fires for every submission of the form. | | **A submission's review stage changes** | **The board card moves to** (*New*, *In review*, *Needs changes*, *Approved* or *Rejected*) and **from** (*any stage*). | A reviewer's decision or a drag on the Submissions board. *Approved* is where the prospect converts and the submitter is told. | | **A review step is overdue** | **A review step is** N **hours past its due time** (0 to 720). | Checked every few minutes while the step stays open; fires once per step. | ## Scheduled digests | Trigger | Settings | Notes | |---|---|---| | **Scheduled: overdue items digest** | Cadence (*Every day*, *Every weekday* or *Once a week* with a weekday) and the hour. | Each assignee gets their overdue items, or each board creator a per-board summary. Nothing is sent when there is nothing overdue. | | **Scheduled: customer progress report** | Cadence and hour, as above. | The customer's primary contact gets a progress report per board, listing published items only. | Digest rules have no **If** section and no **Timing** section; their only action is **Send the digest email**. See [Scheduled digests](./automations-timing-and-digests#scheduled-digests). Next: [Conditions](./automations-conditions).