Conditions

Conditions narrow when a workflow fires, so the actions only run for records that match.

Adding a condition

Each condition is a rule made of:

• Field — a field on the triggering record.
• Operator — one of: equals, not equals, contains, not contains, starts with, ends with, greater than, less than, greater than or equal, less than or equal, is empty, is not empty, in, not in, between, regex.
• Value — what to compare against (for in / not in, a list; for between, a range).

Combining conditions

Multiple conditions combine with AND or OR logic. Use AND to require every rule to match, or OR to match on any of them.

Tag-based filtering

A common pattern: "Only run for contacts with a specific tag." Add a condition on the tag field using contains (for example, contains "vip" or contains "lapsed-donor").

Per-action conditions

Beyond the workflow-level conditions, an individual action in a workflow can carry its own condition, so a single workflow can do one thing for some records and skip it for others.