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What are conditions within automations used for?
The automations feature allows you to automate actions based on previously specified events. In order to make your automations more selective, you can set conditions, or criteria, according to which Pipefy will automatically trigger the automation.
The conditions are based on the information inserted in the existing fields in the pipe that originates the automation.
When to use automation conditions?
Let's assume you have a sales pipeline and you have to select if a customer needs to go through the onboarding process at a certain stage of the pipeline.
If the customer doesn't need to go through the onboarding (the field "does the customer need to be onboarded?" is equal to "no") you'll simply move him/her forward and nothing will happen.
However, if the customer needs to go through onboarding (the field "does the customer need to be onboarded?" is equal to "yes"), his/her information will be sent automatically to your customer onboarding pipe based on the conditions you specified when you created your automation!