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Automations

Conditions: running only when it matters

Written By Timothy Murenzi

Conditions are optional filters. They stop an automation from firing in situations you didn't intend — for example, only alerting you about large invoices.

Two places to add a condition

  • On the trigger — click the Trigger card and use Only run if (optional) in the Node Configuration panel. If the condition isn't met, the automation doesn't start.

  • Mid-way, with an "Only if…" step — click + Add step → Only if…. This step splits the automation into a YES path and a NO path, so you can check something after a delay (e.g. "is the invoice still unpaid?").

An Only if step with its YES and NO outputs, and the If not met setting

Setting up a condition

  1. Type the field to check (e.g. amount, status).

  2. Choose an operator.

  3. Enter the value to compare against.

  4. Click + Add condition to add more. All conditions must be met.

  5. On an Only if… step, choose what happens If not met: Stop the automation (nothing else runs) or Skip to the end (skip the remaining steps and finish cleanly).

Operators

Operator

Use it for

equals / does not equal

Exact matches, e.g. status equals Active.

contains

The value appears somewhere in the field.

greater than / greater than or equal

Amounts, hours, percentages.

less than / less than or equal

The same, in the other direction.

is empty / is not empty

Whether a field has been filled in.

changed to

The field just became this value — ideal with "status changed" triggers.

Examples

  • Invoice created → only if amount greater than 5000 → notify the owner.

  • Project status changed → only if status changed to On Hold → email the client.

  • Form submitted → only if the Budget answer is not empty → create a lead task.

Start broad, then tighten. Build without conditions first and watch the run history. If it fires too often, add a condition. It's easier to tighten a working automation than to debug one that never runs.