Add Conditions to Zaps with Filters

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Written by Steven
Updated 1 year ago

Filters allow Zaps only to perform actions on the items you want. With filters, you set a specific condition, and the Zap will only continue if the data from your app meets that condition.

Steps to adding filters to a Zap

1. Add a Filter Step

 - In the Zap editor, click the plus + icon to add an action step.
- Select Filter.
- Click Continue.
You can add a filter after the trigger and use multiple filters in the same Zap.

2. Customize Your Filter Rules

In the Filter Setup & Testing section, set up your filter rules:
- In the first dropdown menu, select the field you want the filter to check.
- In the second dropdown menu, select the rule you want to use.
- In the third dropdown menu, define the value you want to compare the field against.
Click Continue.

3. Test Your Filter

If the test data passed the filter, you'll see a confirmation that the Zap would have continued.

If the test data had not passed the filter, you'll see a confirmation that the Zap would not have continued.

Note: If a Filter step uses data from a search step that didn't find anything, the Filter step and any other steps afterward won't run.

After creating the filter, you can continue setting up the rest of your Zap. After this filter step, the actions added to the Zap will only be performed if the incoming data passes the filter.

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