Blocks and triggers in the stockroom
Every kind of block the builder offers, grouped by what it does. All are in the designer; none runs on your leads yet.
The stockroom is the list of every block you can use. The Customise start page counts 69 of them. A block either starts a workflow (a trigger) or is a step.
Triggers: Starts it
| Block | Starts when |
|---|---|
| New lead | A lead arrives, from a source you pick |
| Form returned | A client sends back a form |
| Deal moves to a stage | A deal reaches a stage you pick |
| Document received | A document is uploaded or filed |
| Email received | An email arrives from a client |
| No activity for a while | Nothing happens on an open deal for the time you set |
| Button pressed | A button on a lead or deal page is pressed |
| On a schedule | Every day, week or month |
| Added to the sequence | A lead is added from a list, search or by hand |
| Sent to a lender | A deal goes to a partner (once for each) |
| Change at a business | A new director, a job advert, a new site, a move, filed accounts or trouble |
| New match for a saved search | A saved search finds a new business |
| Insights spots a trend | Insights notices a change in your market |
| Email reply received, Email bounced | Email outreach events |
| LinkedIn invite accepted, LinkedIn reply received | LinkedIn events |
| Call ended | A call is logged |
| Added to a list, Business details changed, Meeting booked | Those events |
Steps
| Group | Blocks |
|---|---|
| Leads and deals | Assign the lead, Create a deal, Move to a stage, Update a field, Add a note |
| Checks and splits | Check if (two paths), Split into paths |
| Waiting | Wait, Wait until |
| Tasks and notices | Create a task, Notify someone, Get approval |
| Emails and messages | Draft an email, Draft a text or WhatsApp |
| Find | Find businesses in the book, Save to your CRM, Find decision makers, Verify the email, Fill in missing details, Add to a list |
| Outreach | Add to an email campaign, Stop email campaigns, Add to a LinkedIn sequence, View their profile, Send a connection request, If they accept, Send a LinkedIn message, Like a recent post, Find a verified email, Move to email outreach, If they reply |
| Calling | Add to the call list, Book a callback |
| Adapt AI | Identify what they need, Write a deal summary, Ask an Insights agent, Write a meeting brief |
Further blocks use the words of a finance broker (documents, lenders, offers, commission, invoices). They sit in the same stockroom and belong to a separate template, not to the base product.
Rules the builder keeps
- A block's settings are checked: a missing one shows in amber.
- A message block drafts. It does not send.
- Get approval pauses a path until a person decides, with a Yes path and a No path.