Conditions are optional filters that determine when an automation is executed.
You can add one or more conditions to any automation to limit when the selected action is performed.
If you don’t add any conditions, the automation runs every time the selected trigger occurs.
How conditions work
An automation runs only when all conditions are met.
For example:
Trigger
Deal Stage changes
Conditions
- Pipeline = Sales
- Country = Germany
- Deal Value > 10000
The automation runs only if the deal belongs to the Sales pipeline, the country is Germany, and the value is greater than $10,000.
Multiple conditions
When you add multiple conditions, they are combined using AND logic.
Example:
- Lead Source = Website
- Country = Italy
The automation runs only for contacts created from the website and located in Italy.
Workflow Automations do NOT support OR conditions.
To achieve this behavior, create two separate automations with different conditions.