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Block essentials

Some of the configuration options are common to all blocks, and the way you configure and edit blocks is generally the same.

Connecting blocks

Every automation begins with a start block, which is already placed on the automation canvas by default. Creating the automation workflow is as easy as dragging a new block onto the canvas. When you add a new block, the connection points are highlighted on the blocks already placed on the canvas.

Connecting blocks on the canvas

Canvas showing new block added

General block options

Each block has the same general options menu. Once you drag a block onto the editor, click vertical 3 dots icon to open the options menu.

General block options menu

block config menu

The options menu lets you manually trigger a test run, turn the block off and on, add comments about the block, and copy it.

In addition, you can also click Trace data on any block to see where the block's data originated. A new window appears identifying the data source, or sources, of the block.

Test run

From the general block options menu, click Test Run to manually start an execution. A test run executes the automation from the Start block to the test run block. Test runs let you retrieve data for that block without running the entire automation. The block output from a test run can then be used to field map inputs in other blocks.

Information note

A test run executes an API call, but it does not retrieve all data from the data source.


Comments are helpful when you want to provide information about each block in an automation. Add or edit comments from the Edit comment option from the general options menu.

Automation blocks with comments

Automation showing comments

Block configuration options

Each block can be configured from the right-hand block configuration pane. Not all blocks have the same options, but the basics are the same.

Formula parsing

You can toggle formula parsing on or off. When you turn formula parsing off, the configuration fields show the raw input values. You can manually edit the formula when the formula parser is turned off.

Toggle button to show formula parsing on

Formula parser toggled on

Toggle button to show formula parsing off

Formula parser toggled off


The Inputs section is available for most blocks. Inputs are data passed to the block from somewhere else, either from a preceding block or from user input. When you click inside an input field, you are automatically shown fields from preceding blocks that can be field mapped to the current block. You also have the option to add a formula.

Block inputs section

The inputs section


The Settings section is available for some blocks. Settings are additional configuration values specific to the block and to the type of input it receives. Settings often determine how a block is executed, what it does after it executes, how it handles errors, or how it handles the input from another block.

Block settings section

Settings section for the input block


The History section is available to all blocks, except for the start and stop blocks. It shows information about the block for each time it is executed in an automation. Here, you see the input and output for each execution, and the time it took for this block to execute.

  • view icon Show hidden fields
  • code icon Show raw format
  • copy icon Copy data to clipboard
  • expand icon Open data in a new window
Block history section

The history section for the input block

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