Filters
Click Add Filter. The card says Continue only if…. Steps after it only run when the rule matches; otherwise the whole automation stops there, even when the filter is inside a branch.
If / Then / Else
Click If / Then / Else and set the rules. Steps under Yes run when they match, and steps under No when they don't. Each path can have its own steps, filters and branches. Inside a path the buttons are shorter: Add Action, Filter and If / Else.
Rules
- Pick a field, an operator and a value.
- Click Add Rule for another. Click the AND / OR pill between rules to switch between "all must match" and "any can match".
Fields include Service Category, Booking Status, Customer Tag, Customer Email, Customer Phone, Vehicle Make, Vehicle Model, Lead Source, Lead Priority, Lead Status, Lead Board, Invoice Amount, Invoice Status, Quote Status, and Previous Status and New Status on status triggers. Operators are Equals, Does not equal, Contains, Greater than, Less than, Is empty and Is not empty.
A customer can have several tags. Use Contains with Customer Tag, not Equals.
Ready-made checks
These check right when the step is reached, so they're the ones to use after a delay:
- Customer hasn't replied since trigger fired and We haven't contacted them since trigger fired.
- Deposit not paid yet and Quote not accepted yet.
- Drop-off, Post-wash or Completion inspection not done yet.
Other rules look at the record as it was when the automation started.
Example
To thank big spenders: trigger Invoice Paid, Add Filter with Invoice Amount Greater than 1000, then Send SMS.