Automations · Blueprint

Automations

Rules that fire when something happens in the app — texts, emails, tasks, status changes.

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Add Automation

Name

Trigger type

Applies to

When a

is

Trigger record

Run this automation

Only during work hours Monday–Friday, 6:00 AM – 5:00 PM. Anything due outside runs at the next opening.

Conditions

No conditions — runs on every trigger.

Actions

No actions — add at least one before saving.

Add Condition

If

Only if Field is modified.

Add Action

Action type

Webhook URL

Must be https. We POST JSON and follow no redirects.

Custom payload (optional)

Tokens work here. Valid JSON is sent as JSON; anything else is sent as {"text": "..."}.

Task title

Type {first_name} or use Insert token for the full list.

Details optional

Assign to

“Whoever owns the job” uses the job’s assignee, so the task always lands on the right person.

Due

Change

Set

to

Workflow

Status

Recipient

Template

Subject

Message

0 chars (1 SMS)

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