Use Blueprint Variables and Iteration

Variables and iteration help you build more advanced Blueprints. Iteration is available on Professional and Enterprise. A variable can be inserted into supported action text, while an Iteration node runs connected steps once for each matching record.

Create a variable

1. Add a Variable node

   Select Variable in the builder toolbar. Give the variable a name, choose Text, Number, Boolean or Date/Time, and enter a value.

2. Insert it into an action

   In a supported action field, refer to the variable by name in braces, such as {reminder_text}. Action text can also use available fields from the record that triggered the Blueprint, such as {first_name}. Keep variable names distinct from record-field names.

Run steps for a set of records

1. Add an Iteration node

   Select Iteration on the toolbar, then choose a supported collection: candidates, leads, jobs, customers, companies, users, tasks or orders.

2. Narrow the collection

   Add filters so the Blueprint only processes the records you intend. Set an iteration limit; the default is 100 and the builder accepts limits up to 1,000.

3. Connect per-record steps

   Connect an action or condition to the Iteration node's For Each output. Those steps run for each record returned by the collection and can use that record's available fields.

4. Test with a small limit

   Start with a narrow filter and a low limit, then check the execution log before increasing the number of records. For recurring record processing, pair iteration with a scheduled trigger.

For more, see Blueprints.