<!-- Canonical URL: https://www.usebluehill.com/features/automation -->
<!-- Source: https://www.usebluehill.com/features/automation.md -->

# Automation in BlueHill — webhooks, API, and event-driven workflows

> BlueHill's automation today is built on a webhook + API foundation: event-driven outbound webhooks, inbound email automation via Resend, and an API for any custom workflow. Rule-builder UI on the roadmap.

## What's shipped today

BlueHill's automation today is an **event + webhook foundation**, not a visual rule builder. We're being upfront about that because the marketing-tool category has trained users to expect a Zapier-style canvas with drag-drop conditions, and we don't ship that yet.

What we do ship:

1. **Outbound webhooks on every meaningful event** — ticket lifecycle, customer-task status changes, board status changes, form submissions, customer updates. Fire to any HTTPS endpoint.
2. **Inbound email automation via Resend** — every email arriving at your support address is captured, threaded, and either creates a ticket or appends to an existing one. Outbound replies go back through the same thread.
3. **A REST API** — read and write every entity in BlueHill (tickets, tasks, forms, customers) from your own code, your data warehouse, or your existing automation tooling.
4. **Scheduled task surfacing** — the `followup_date` field on `CustomerTask` puts work back on the top of the queue when nothing else has moved.
5. **Board-status-change recording** — every status transition is logged via `record_board_status_change` to the activity timeline, which is queryable.

This covers the common "when X happens, do Y" automation patterns, just at a code/API level rather than a UI level.

## How most teams use it today

The three highest-leverage patterns from real customers:

### Pattern 1: At-risk health → Slack
- BlueHill webhook fires on `customer_health_changed` event.
- Your endpoint receives the payload, checks the new health value.
- If amber/red, POST a formatted message to your team's Slack channel with the customer name + link.

A weekend's work for any engineer. About 8–15 lines of code if you use Zapier instead.

### Pattern 2: Milestone hit → data warehouse
- BlueHill webhook fires on `customer_task_completed` for milestone tasks.
- Your endpoint writes the row to Snowflake / BigQuery / Postgres.
- Your BI dashboards now show real-time onboarding velocity.

### Pattern 3: Time entry approved → invoice draft
- BlueHill webhook fires on `time_entry_approved`.
- Your endpoint groups the time entries by customer + project, computes the dollar amount, creates a draft invoice in QuickBooks via the QuickBooks API.

You can wire this up in a day. We're working on a native version so it'll be a toggle eventually.

## What the API exposes

The REST API mirrors the data model:

- `GET /api/customers` / `POST /api/customers`
- `GET /api/tickets` / `POST /api/tickets` / `PATCH /api/tickets/:id`
- `GET /api/customer_tasks` / `POST /api/customer_tasks` / `PATCH /api/customer_tasks/:id`
- `GET /api/forms` / `POST /api/forms` / `POST /api/forms/:id/submissions`
- `GET /api/activity` for the interaction timeline
- And so on for boards, templates, members, organizations.

Authentication is via API key (managed in the Settings → API Keys page, backed by the `api_keys` route in the backend). Keys can be scoped by permission level — read-only, customer-scoped, full-admin.

## What's on the roadmap

We don't pre-announce dates. The active focus areas for automation:

- **Visual rule builder** — Zapier-style trigger/condition/action UI inside BlueHill
- **Pre-built automation recipes** — common patterns like "auto-create ticket from form", "notify owner on SLA breach", "auto-progress task when form completes" as one-click templates
- **Native integrations** — Slack, QuickBooks, HubSpot wired in directly (today they're via webhook/API)

If you want a heads-up when these ship, watch the [changelog](/changelog) or email sales@usebluehill.com.

## Where BlueHill is honest about trade-offs

If a no-code, visual, drag-drop rule builder is a hard requirement for you right now — Monday and ClickUp ship that today and BlueHill doesn't. We'll get there. In the meantime, the webhook + API foundation handles roughly 80% of the automation patterns customers actually want, and the remaining 20% lands when the UI ships.

The honest take: if your team has any engineering capacity, the webhook path is more flexible than the canvas rule builders anyway. If your team has zero engineering and needs everything no-code, the gap is real.

## Built for

- [SaaS implementation teams](/use-cases/saas) wiring BlueHill into existing data pipelines
- [Agencies](/use-cases/agencies) integrating BlueHill with their invoicing tooling

## Try it

[Start a 14-day free trial](https://app.usebluehill.com/sign-up) — no credit card required.
