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Conditions allow an automation to happen only if a specific event occurs in your pipe. For example:

  • When a field is updated with a particular value

  • When a card is created by a certain person

  • When a card enters a phase, and the due date is tomorrow

  • Or else

In every case, you can create a condition based on the information previously provided in the form's fields.

📌 Find detailed instructions about how to set up automation conditions.

Practical example

Let's say in a Sales CRM process you want to automate lead qualification. In the qualification phase form, there is a field asking: "Is the lead qualified to move forward?".

If the answer equals "Yes," move the card (the lead) to the negotiation phase.

  • Condition:

  • Action:

However, if the answer equals "No," move the lead to the "Lost" phase, in which contains the people that aren't considered potential buyers.

  • Condition:

  • Action:

Groups of conditions

You can add more than one condition to the same automation by creating groups.

  • If you add another condition to the same group, it will trigger the action if the event follows all conditions.

  • But if you add another group of conditions, it will trigger the action if the event follows at least one of the conditions.

For example:

If the lead is qualified AND the company size equals "enterprise," the card moves to the negotiation phase.

  • Conditions:

  • Action:

But, if the lead is not qualified OR the company size is "small," it moves to the lost phase.

  • Conditions:

  • Action:

Use cases

Finance

Automation conditions are great for Finance Teams to establish an error-proof approval flow. For example, if you have a purchase request that exceeds a certain value, you can automatically send it to a specific approver, like a manager.

Customer Service

Use this feature to segment customers automatically. For example, depending on the company's size, a certain CSM can perform the Customer Onboarding Process. This way, you don’t have to segment each one of your clients.

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