Update a Blueprint Step (this also moves the step if a new parent is specified)

Update a Blueprint Step (this also moves the step if a new parent is specified) Run in API Explorer

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL


        
          
            https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

      
          mcp.json

"PlannrCRM MCP server": {
  "url": "https://apidocs.plannrcrm.com/mcp"
}

PUT /api/v1/automation-blueprints/{automationBlueprint_uuid}/blueprint-steps/{blueprintStep_uuid}

Personal access token & O auth2

Path parameters

automationBlueprint_uuid string Required

The UUID of the automation blueprint.
blueprintStep_uuid string Required

The UUID of the blueprint step.

application/json

Body

name string

Name of the automation step
type string

must be a verified action type or a condition
configuration object Required

Configuration options for this step, requirements depend on type
Hide configuration attribute Show configuration attribute object
- params array[object]
  
  List of parameters for this step
  Hide params attributes Show params attributes object
  
  type string
  
  The type of parameter, either ref or const
  
  Values are ref or const.
  
  value string
  
  The value of the parameter, either a reference to another step or a constant value
parent_step_uuid string(uuid)

Uuid of the step that run before this step, if the parent step is a condition type then a condition state must be given
condition_state boolean

Only required if parent step is a condition, the condition state will determine if this step runs in the true branch or the false branch of the parent condition

Responses

200 application/json
Hide response attribute Show response attribute object
- data array[object]
  
  Hide data attributes Show data attributes object
  
  uuid string
  
  Uuid of the Blueprint Step
  
  created_at string
  
  Datetime the Blueprint Step was created
  
  updated string
  
  Datetime the Blueprint Step was updated
  
  name string
  
  Description of the action that the automation step is taking
  
  type string
  
  Type of action to take on this step
  
  configuration object
  
  The configuration of this step
  
  Hide configuration attribute Show configuration attribute object
  
  params object
  
  Hide params attribute Show params attribute object
  
  account_uuid object
  
  Hide account_uuid attributes Show account_uuid attributes object
  
  type string
  
  value string
  
  condition_state boolean
  
  If the step is a type of condition, this will be the branch that the step follows on.
  
  parent_step_uuid string
  
  Uuid of the parent step, can be null if this is the root step

PUT /api/v1/automation-blueprints/{automationBlueprint_uuid}/blueprint-steps/{blueprintStep_uuid}

curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/automation-blueprints/dcf0-484e-a0c5-08590fe89a84-f6aa1670/blueprint-steps/aaf0-495f-a0c5-08590fe89a84-f6aa1670' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"name":"send an email","type":"mail.send","configuration":{"params":{"account_uuid":{"type":"ref","value":"trigger.account.uuid"}}},"parent_step_uuid":"f2d3ea0b-30dd-4834-9943-bb42504cd264","condition_state":true}'

Request examples

{
  "name": "send an email",
  "type": "mail.send",
  "configuration": {
    "params": {
      "account_uuid": {
        "type": "ref",
        "value": "trigger.account.uuid"
      }
    }
  },
  "parent_step_uuid": "f2d3ea0b-30dd-4834-9943-bb42504cd264",
  "condition_state": true
}

Response examples (200)

{
  "data": [
    {
      "uuid": "b5518275-200e-43db-bdf0-9691051adf09",
      "created_at": "2026-06-08T16:08:03+01:00",
      "updated": "2026-06-08T16:08:03+01:00",
      "name": "create a new client",
      "type": "client.create",
      "configuration": {
        "params": {
          "account_uuid": {
            "type": "ref",
            "value": "trigger.account.uuid"
          }
        }
      },
      "condition_state": false,
      "parent_step_uuid": "be8b578a-7ec1-4f5c-b5e2-ea05c42e1408"
    }
  ]
}