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Atlas

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Building a workflow

The editor opens when you click a workflow. On the left the available blocks, in the middle the canvas, on the right the chosen block’s parameters, its problems and the runs.

Depending on your plan Automations › a workflow Every member edits drafts; publishing: administrators, or the author with the Automator option Try it in the demo
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  1. 1The block palette
  2. 2The selected block
  3. 3Its settings
  4. 4Ask Atlas
  5. 5The workflow status
  6. 6Save
  7. 7Publish changes
Hover a number to find the area. Click the screenshot to enlarge it.
The editor of the Opportunity won workflow: the block palette on the left, the canvas with the trigger, the selected Won? condition and its two branches, and the condition's parameters on the right.

Adding and linking blocks

Section titled “Adding and linking blocks”
  1. Search for a block in the palette, then click it or drag it onto the canvas. The palette groups the Core blocks (triggers, CRM, sources, logic, AI, tools), the CRM modules (e-mail, calendar, meetings, e-signature, customer chat, sequences) and the Integrations.
  2. Link a block’s output to the next block’s input by drawing a link between their ports. A condition has two outputs (True and False); other blocks have one per possible result.
  3. Click a block to set its parameters in the right-hand panel.

Each trigger and block is described in Triggers and Blocks.

A block's menu: Edit parameters, Rename, Duplicate, Copy, Paste, Detach links and Delete.

Right-clicking a block opens its menu: edit, rename, Duplicate (Ctrl+D), copy and paste (Ctrl+C, Ctrl+V), Detach links, Delete (Del). On a link: delete it. On the canvas background: add a block at that spot, paste, select all, fit the view or Rearrange blocks.

A block’s parameters

Section titled “A block’s parameters”

The Parameters panel shows what the block does, its Label (the name shown on the canvas and in runs), its fields, and sometimes Advanced parameters. An asterisk marks a required field.

A field can hold an expression between double braces, replaced at run time:

Expression Value
{{ $json.… }} The block’s input, that is the previous block’s output. After a “CRM event” trigger, {{ $json.body.record.stage }} is the record’s stage.
{{ $node.<id>.… }} The output of an upstream block, by its id (shown under the block’s name in the panel).
{{ $now }}, {{ $today }} The current date and time, today’s date.

Type {{ or click a field’s { } button to pick from the available fields rather than typing them.

Save, activate, publish

Section titled “Save, activate, publish”
  • Save keeps the draft. If someone changed it elsewhere in the meantime, a banner asks you to reload the page.
  • Activate publishes the saved version: from then on it triggers by itself (events, schedules). Unsaved changes are saved first.
  • On an active workflow, your changes don’t run until you click Publish changes: the published version is still the one that runs. Once the new version is published, a run still in progress on the old one (for example waiting for an approval) stops with an error at its next block.
  • Run now starts the published version: see Following runs.

Activating, publishing, running, deactivating and deleting are reserved for administrators and for the workflow’s author with the Automator option; other members see Activation: administrators, or owner with the Automator option.