A Blueprint starts from one event, such as a new lead or an assigned task. Add a condition when the automation should only continue for records that match specific rules.
Before you start
Blueprints are included with Professional and Enterprise. You also need permission to manage Blueprints in Settings.
Choose an event and add a condition
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Create a Blueprint
Open Blueprints and select Add. Name the draft after its outcome, for example Notify the team about urgent tasks. The builder opens with an inactive draft.
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Select an event trigger
Select the trigger node on the canvas. Choose Event-Driven, then choose an entity and one of the events available for it. For example, Tasks can use Created, Updated, Status Changed, Completed or Assigned. Other entities have their own event choices.
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Add rules for the records to include
Add a Condition node and choose fields that belong to the selected entity. For a task, you can check fields such as priority, title or project. Add a rule, choose an operator such as Equals or Is Empty, and enter a value when the operator needs one.
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Choose how rules combine
Use AND when every rule must match, or OR when any one rule is enough. For example, a lead condition could require its source to be Website and its status to be New.
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Connect an action and test
Connect the condition to the action or actions that should follow. The actions offered depend on the trigger entity. Save the Blueprint, leave it inactive while you review it, then activate it and create or update a matching record to test the flow.
Start with one clear rule. If a Blueprint does not run as expected, check the selected entity, event and field value before adding more conditions.
For more, see Blueprints.