Automations Guide

Adding Conditions to Automations

Conditions let you control when your automation runs. Use IF, AND, and OR logic to filter triggers and ensure actions only fire when the data meets your criteria.

What Conditions Are

A condition is a rule that is evaluated every time the trigger fires. If the condition is true, the workflow continues to its actions. If it is false, the workflow stops — no actions are executed.

Condition Structure

IF [field] [operator] [value]

For example: IF form.budget is greater than 5000 — the workflow only continues for high-budget submissions.

How to Add Conditions

Open your workflow in the Automations builder
After your trigger step, click "Add Condition"
Select the field to evaluate from the dropdown (trigger data fields are available)
Choose an operator (see full list below)
Enter the comparison value
Click "Save" to apply the condition

Conditions are optional. A workflow without conditions will run every time the trigger fires.

IF / AND / OR Logic

You can combine multiple conditions using AND or OR connectors to build precise filtering logic.

AND Logic

All conditions must be true for the workflow to continue.

IF country = "US"

AND budget > 5000

AND plan = "business"

All three must match.

OR Logic

Any one condition being true allows the workflow to continue.

IF plan = "pro"

OR plan = "enterprise"

OR trial = "active"

Any one of these is enough.

Mixing AND & OR

You cannot mix AND and OR in the same condition group. If you need complex logic (e.g., A AND (B OR C)), use separate condition branches or split into multiple workflows.

Condition Operators

The operator defines how the field value is compared to your target value. Different field types support different operators.

Operator	Meaning	Best For
`equals`	Exact match	Status fields, dropdowns
`does not equal`	Any value except this	Excluding specific values
`contains`	Substring match	Text fields, email domains
`does not contain`	Substring not found	Filtering out keywords
`starts with`	Begins with value	Prefixes, country codes
`ends with`	Ends with value	Email domains (@company.com)
`is greater than`	Number > value	Budget, quantity, score
`is less than`	Number < value	Age, limit checks
`is empty`	Field has no value	Optional fields
`is not empty`	Field has a value	Required field check

Example Conditions

✓

High-value lead filter

field.budget is greater than 10000

Only notify sales when a lead's budget exceeds $10,000

✓

Business email only

field.email does not contain @gmail.com

Skip personal email addresses in B2B lead workflows

✓

Specific plan upgrade

field.plan equals "enterprise"

Trigger onboarding sequence only for enterprise signups

✓

Missing required field

field.phone is empty

Send a follow-up to collect missing phone number