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Conditions

Condition blocks add branching logic to your automation. Use them to run different actions based on data values. Open any automation in Automation from the top navigation and click Add Condition, Record or Action to add a condition block.

Condition types

TypeDescription
IfRuns nested blocks when all conditions are met
Else IfRuns if the previous If/Else If was false and these conditions are met
ElseRuns if all previous conditions were false

Creating a condition

  1. Click Add Condition, Record or Action below any block.
  2. Select Condition.
  3. Set conditions in the right panel.

Condition settings

Each condition block contains one or more condition groups. Within each group:

  1. Select a Field to evaluate (from available scopes).
  2. Choose a Comparison operator.
  3. Enter the Value to compare against. Click the + icon next to the input field to select available fields and variables.

Comparison operators

Field typeOperators
Text=, !=, contains, not contains, starts with, ends with
Number=, !=, >, <, >=, <=
Boolean=, !=
Date=, !=, >, <, >=, <=

Multiple conditions

Within a condition block, you can add multiple conditions and group them together.

AND logic (default): Conditions in the same group combine with AND logic:

If:
status = "approved" AND
amount > 1000

OR logic: Add multiple groups and switch between AND and OR operators:

If:
Group 1: role = "admin"
OR
Group 2: role = "manager"

Grouping conditions

To group conditions:

  1. Add multiple conditions to your block.
  2. Click the operator between groups to switch between AND / OR.
  3. Use groups to create complex logic like (A AND B) OR (C AND D).

Chaining conditions

Conditions can be chained to create complex branching:

If: role = "admin"
→ Send admin notification
Else If: role = "manager"
→ Send manager notification
Else:
→ Send standard notification

To chain conditions:

  1. Create an If block.
  2. Add an Else If or Else block directly after it.
  3. They automatically link as a chain.

Nesting blocks

Add blocks inside a condition to run them only when the condition is true:

  1. Click Add Action/Variable/Record inside the condition block.
  2. Add any block type — it will be nested inside the condition.
  3. Nested blocks only execute if the parent condition passes.

Accessing data in conditions

Conditions can reference:

  • Trigger data: {{triggerAlias.field}}
  • Record queries above: {{recordAlias.field}}
  • Variables above: {{variableName}}

Only data from blocks above the condition in the flow are available.

Best practices

  • Keep conditions simple — Complex logic is harder to debug.
  • Name your aliases clearly — Makes conditions more readable.
  • Use variables for complex comparisons — Create a variable first, then check it in the condition.
  • Variables — Create computed values for use in conditions
  • Records — Query additional data to evaluate
  • Actions Overview — Execute actions based on conditions