Filters allow Zaps to only 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.
You can set up a filter to only add customers to a list in your marketing app if they purchase a specific product. If the customer buys a different product, the filter stops the Zap and no further actions are performed.
To use a filter step, your Zap trigger must be set up.
You can add a filter at any point after the trigger and can use multiple filters in the same Zap.
Your filter can have multiple criteria, and these criteria can be added using either AND or OR logic. Learn more about the difference between AND and OR logic in filters.
Rules only work for the type of data specified in parentheses. For example, rules that begin with “(Text)” only work with text fields, and rules that begin with “(Number)” only work with number fields. Learn about the different types of filter rules.
If the test data would have passed the filter, you’ll see a confirmation that the Zap would have continued.
If the test data would not have passed the filter, you’ll see a confirmation that the Zap would not have continued.
After the filter is created, you can continue setting up the rest of your Zap. The actions added to the Zap after this filter step will only be performed if the incoming data passes the filter.