Conditions narrow when a workflow's actions fire. Branches let one trigger lead to different actions based on the data.
Adding a condition
In the workflow builder, drag a Condition block onto the canvas after the trigger. Set:
- Field — any field on the triggering record (or related record like the deal's contact).
- Operator — equals, not equals, contains, greater than, etc.
- Value — what to compare against.
Multiple conditions combine with AND or OR groups.
Branching
A condition block has two outputs: Yes (condition met) and No (condition not met). Connect different action blocks to each output.
Example: "When Deal moves to Won":
- Yes branch (deal value > $50K): notify CEO + create onboarding project.
- No branch (deal value ≤ $50K): just send standard congratulations email.
Tag-based filtering
A common pattern: "Only run for contacts with tag X". Add a condition: tags contains "vip" or tags contains "lapsed-donor".
Working with related records
For deal triggers, you can reference the deal's contact and company fields. For donation triggers, you can reference the donor's lifetime giving total. The data model dictates what's available; the field picker shows everything you can use.