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Conditions in Automations
Conditions in Automations

Set up a Condition as an additional step in the Automation building process

Nataša Brocić avatar
Written by Nataša Brocić
Updated over a week ago

Once a Trigger is defined, you will be allowed to create a Condition as an additional and optional step for your Automation by clicking on the Condition card in the Next step form and then Apply:


In the Condition settings form, you can define an Attribute and Comparator for Condition sets.

Here is a list of Attributes for each Target:

TASK

DEAL

BUDGET

  • Title

  • Creator

  • Assignee

  • Start Date

  • Due Date

  • Initial estimate

  • Remaining Time

  • Worked Time

  • Task List

  • Workflow status

  • Custom fields

  • Owner

  • Probability

  • Quote status

  • Lost reason

  • Sales status

  • Custom fields

  • Company

  • Revenue

  • Percentage used

  • Hours used

  • Start date

  • End date

  • Project type

  • Custom fields

In the Attribute dropdown menu, you will find a list of available Attributes, based on the set Target:


Once the Attribute is defined, you may proceed with selecting a Comparator in this section:


The list of available Comparators:

COMPARATORS

  • Is

  • Was

  • Is not

  • Was not

  • Is more than

  • Was more than

  • Is less than

  • Was less than

  • Is more than or equal to

  • Was more than or equal to

  • Is less than or equal to

  • Was less than or equal to

  • Is containing

  • Was containing

  • Is not containing

  • Was not containing

  • Has changed

  • Has not changed

  • Has changed to

  • Has changed from

ℹ️ Keep in mind that all of these comparators will not be available when you are setting up your Automation because these depend on the selected Attribute, as well as the Target. For example, Attribute = Owner for Trigger = Deal created will only allow comparators such as Is, Is Not, Was and Was Not.

At last, you need to define the value of the Attribute, which can be done here:


Afterwards, you can also add another Condition rule:


or another Condition set:

ℹ️ Condition consists of Condition sets, and each Set consists of Conditions. With that being said, one Condition can have up to 10 Conditions, regardless of how these were distributed in Sets.

Save your Condition to proceed to the next step - creating an Action:

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