Conditional Branches
Conditions let you control exactly when an automation fires. Without conditions, every matching trigger event runs the automation. With conditions, the automation only runs if the triggering record meets your specified criteria.
How conditions work
After selecting a trigger, you can add one or more condition groups. Each condition checks a field value on the triggering record.
- All conditions must match (AND logic within a group)
- Any group can match (OR logic between groups)
Adding a condition
- In the automation editor, click + Add Condition after selecting a trigger.
- Select the field to check (e.g. Lead Source, Deal Amount, Tag).
- Select the operator (equals, not equals, contains, greater than, etc.).
- Enter the value to compare against.
- Add more conditions within the same group (AND) or add a new group (OR).
Available condition fields
The fields available depend on the trigger:
Lead conditions
| Field | Operators |
|---|---|
| Lead Status | equals / not equals |
| Lead Source | equals / not equals / contains |
| Lead Stage | equals / not equals |
| Assigned To | equals / not equals |
| Brand | equals / not equals |
| Tag | includes / does not include |
Deal conditions
| Field | Operators |
|---|---|
| Pipeline | equals / not equals |
| Stage | equals / not equals |
| Deal Amount | equals / greater than / less than |
| Deal Owner | equals / not equals |
| Tag | includes / does not include |
Invoice conditions
| Field | Operators |
|---|---|
| Invoice Status | equals / not equals |
| Total Amount | equals / greater than / less than |
| Customer | equals / not equals |
Form conditions
| Field | Operators |
|---|---|
| Form | equals (select which form triggers this) |
Example: Only fire for high-value deals
Trigger: Deal Stage Changed
Condition: Deal Amount > 10,000
Action: Send WhatsApp Message to deal owner
This automation only sends the WhatsApp message when a deal over AED 10,000 changes stage — not for every deal.
Example: Only fire for a specific lead source
Trigger: Lead Created
Condition: Lead Source equals "Website"
Action: Create Task (follow-up call within 1 hour)
This creates a follow-up task only for leads that came in from the website form.
Tips
- Start with no conditions to test that your trigger and action work correctly, then add conditions to narrow the scope.
- Use tag conditions to target specific contact segments in WhatsApp message automations.
- Conditions are evaluated at the moment the trigger fires — they check the record's current field values.