Blocks

Blocks are the logic building blocks of your automation workflow. After your trigger fires, add any combination of blocks to query data, create variables, or add conditional logic before executing actions. Open any automation in Automation from the top navigation to access the block builder.

Available blocks

Conditions

Add if/else-if/else branching logic

Learn more

Records

Query data from your collections

Learn more

Variables

Create computed values for reuse

Learn more

Block types at a glance

Block	Purpose	Use case
Conditions	Branch your workflow based on data values	Only send email if status is "approved"
Records	Query data from any collection	Fetch manager details for a new employee
Variables	Create computed or combined values	Build a formatted message string

Adding blocks

1. Click Add Condition, Record or Action below any existing block.
2. Select the block type from the dropdown.
3. Set up the block in the right sidebar panel.

Block order and data flow

Blocks execute in order from top to bottom. Each block can access data from:

• The trigger record (via the trigger alias)
• Any records queried by blocks above it
• Any variables defined by blocks above it

This means a block can only reference data from blocks that come before it in the flow.

Nesting blocks in conditions

When you add a condition block, you can nest other blocks inside it. Nested blocks only execute if the condition is met.

Trigger: User created
├─ If: user.role = "manager"
│   ├─ Record: Fetch department
│   └─ Action: Send welcome email
└─ Action: Log user creation

In this example, the department fetch and welcome email only run for managers. The log action runs for all users.

Related

The following pages describe each block type in detail:

• Conditions — Branch your workflow based on data values
• Records — Query data from your collections
• Variables — Create computed values for reuse
• Loop — Iterate over lists of records
• Code — Write custom logic in JavaScript