Each condition in a Check if step is made up of an attribute, the property you're checking (like a task's assignee), and a comparator, which sets how it's checked (like is or has changed). This article lists the attributes available for each trigger and every comparator.
👉 To add conditions to your automation, see Fine-Tuning Automations with "Check if" Steps.
Condition Attributes
Here are the attributes you can use when filtering (adding your conditions), depending on the trigger.
Task, deal, budget, and invoice triggers (click to expand)
Task, deal, budget, and invoice triggers (click to expand)
TASK | DEAL | BUDGET | INVOICE |
Assignee | Budget / deal value | Budget total | Aging (overdue, unsent, paid) |
Creator | Company | Budget type (internal or client) | Amount (no tax) |
Custom fields | Custom fields | Company | Amount (with tax) |
Description | End date | Custom fields | Amount credited (no tax) |
Due date | Estimated time | End date | Amount credited (with tax) |
Folder | Expected close date | Estimated time | Amount paid |
Initial estimate | Last activity | Hours used | Amount unpaid |
Last activity | Lost reason | Invoiced percentage | Amount written off |
Percentage of remaining time | Owner | Last activity | Company |
Project | Pipeline | Owner | Copied to accounting |
Remaining time | Pipeline stage | Percentage used | Creation date |
Repeated | Probability | Project | Creator |
Start date | Sales status | Purchase order number | Credited |
Task hierarchy | Start date | Recurring | Currency |
Task list | Subsidiary | Revenue | Custom fields |
Title | Triggered by | Start date | Due date |
Triggered by |
| Status | Last activity |
Type (Key task or Task) |
| Subsidiary | Payment date |
Worked time |
| Total time | Payment status |
Workflow status |
| Triggered by | Project(s) |
Workflow status category |
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| Sent date |
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| Sent status |
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| State |
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| Status |
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| Subsidiary |
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| Tax amount |
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| Triggered by |
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| Type |
Project, booking, expense, and company triggers (click to expand)
Project, booking, expense, and company triggers (click to expand)
PROJECT | BOOKING | EXPENSE | COMPANY |
Amount for invoicing | Absence type | Amount | Billing name |
Company | Approval status | Amount (with tax) | City |
Creation date | Booking status | Approval status | Company code |
Custom fields | Booking type | Billable amount | Country |
Estimated time | Company | Company | Creation date |
Name | Custom fields | Creation date | Currency |
Open revenue | Deal / Budget | Creator | Custom fields |
Profit | End date | Currency | Default subsidiary |
Project manager | Event | Custom fields | Default tax rate |
Project number | Event status | Date | Due days |
Project type | Note | Deal / Budget | |
Status | Person | Description | Last activity |
Triggered by | Project | Due date | Name |
Worked time | Stage type | Export status | Phone |
| Start date | Invoiced | State |
| Triggered by | Payment status | Status |
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| Person | Street |
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| Profit | Tax ID |
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| Project | Triggered by |
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| Recognized revenue | Website |
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| Reimbursed on | Zip code |
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| Reimbursement status |
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| Service |
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| Service type |
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| Stage type |
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| Tax rate |
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| Triggered by |
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| Vendor |
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Employee and form response triggers (click to expand)
Employee and form response triggers (click to expand)
EMPLOYEE | FORM RESPONSE |
All email addresses | Survey fields (all fields on the submitted form) |
Approval policy |
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City |
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Company |
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Country |
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Creation date |
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Custom fields |
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Deactivation date |
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First name |
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Job title |
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Joined date |
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Last activity |
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Last name |
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Manager |
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Permission set |
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Phone |
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State |
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Status |
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Street |
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Subsidiary |
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Triggered by |
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Type |
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Website |
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Zip code |
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Condition Comparators
Here is a list of all available comparators.
Keep in mind that the availability of comparators depends on the selected attribute and the "When" step.
For example, the attribute "Deal owner" will only support comparators like is, is not, was, and was not, while the attribute "Deal start date" will include more comparator options such as is, was, is not, was not, is or isn't empty, is more than or equal to, is less than or equal to, etc.
COMPARATORS |
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