Filter by Zapier

Get to know Filter by Zapier

Filters can be added to any Zap to restrict it to run only when your conditions are met. This is especially useful when you want to add people that buy a product to a specific marketing list, notify your team on Slack when a customer feedback rating comes back as negative, or save emails that contain the word "receipt" to Dropbox.

Filters essentially work as traffic signals, allowing you to route or stop Zaps different ways based on specific conditions.

Key Points

Filters can be easily added to any Zap.

Step 1: After you have added a Trigger to your Zap, click on the plus sign in the left-hand menu where you want to add the Filter.

Adding a step where you want to add a filter

Then click "Save + Continue" to configure your Filter.

Adding a Filter to your worksflow

Now you will see the configuration page that allows us to set up our Filter:

Filter configuration

Step 2: Click on the dropdown menu to tell the Zap which field or fields to watch. When you select the dropdown, you'll see all the available fields from the Trigger step. For example, date, ID, or location, depending on the app data.

Step 3: Once you have selected your field, choose the filtering option that best suits your need. Zapier supports text, number, date/time, boolean (yes/no), and does/does not exist.

Filter options

Here's an example using using the "Location" field to only trigger when the results contain the word "Phoenix":

Filter Trigger fields

Step 4: Optional: You may want to add multiple criteria to your Filter to further refine your results. The "And" option allows you to further refine your search (as shown below), while the "Or" option expands your criteria to include additional results that will trigger your Zap.

Filter and or

Step 5: Click "Continue" once you have finished adding your criteria to see the logic at work, determining if the test data in the Filter will trigger your Zap. In the example below, you will see the color coding with green indicating the logic would trigger the Zap and yellow indicating the logic that would keep the Zap from triggering. In this case, due to the criteria, the Zap will not run.

Filter logic

Step 6: Save your Filter by clicking "Continue", testing it to ensure that it's working the way you need.

Now you are ready to add your Action that will now only run when your criteria are met. Feel free to add Filters to any of your favorite Zaps to create the perfect workflow.

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