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Understand different filter and path rules

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Filters are a way to ensure actions get performed only on the items you want. With filters, you set a specific condition to get to the granularity you need.

For instance, you can set up a filter to only capture emails that contain a specific subject line or only customers who purchase a specific product. So when the data from your Zap meets the conditions of a filter, it proceeds to the next action in your Zap. If a filter stops an item, then no further actions are performed.

If a filter does not pass, it does not count as a task, and no other action will run that would count as a task either.

Learn how to set up filters for your Zap.


Filter rule types

Filters can use different rules for logic. Conditions can only work for the type of data that is specified in parentheses. There are five types of filter rules: text, number, date/time, boolean, and generic.

Examples

In this table, you can see which fields would pass a given rule. In each example, the Rule is the filter rule we’ve set, the Value is what we’re checking against, and the examples are those coming through the Zap that the filter is checking.

RuleValueExamples that would passExamples that wouldn’t pass
(Text) ContainsApples and bananasApples Apple Apples and bananasStrawberries
(Text) Does not containApples and bananasStrawberriesApple
(Text) Exactly matchesApplesApplesApple (not plural) apple (not uppercase)
(Text) Does not exactly matchApplesApple Banana And moreApples
(Text) Is inApples, bananasApples BananasApple Banana Strawberries
(Text) Is not inApples, bananasStrawberries AppleApples Bananas
(Text) Starts withAppApples ApplesauceApricots Bananas
(Text) Does not start withAppApricots BananasApples Applesauce
(Text) Ends withsBananas Apple and bananasApple
(Text) Does not end withsApple BananaApples Bananas
(Number) Greater than10111009-1
(Number) Less than109-1100
(Date/time) After12/31/2018 1:0001/01/2019 12/31/2018 01:0112/31/2017
(Date/time) Before12/31/2018 1:0012/31/201701/01/2019
(Date/time) Equals12/31/2018 1:0012/31/2018 1:0012/31/2019 12/31/2018 00:00
Existsn/aApple 10 01/01/2019
Does not existn/aApple 10 01/01/2019

Text filters

Text filters only work with text data, so they won’t work with numbers or dates.

  • Contains: Checks if the field contains a value. This is not case-sensitive.
  • Does not contain: The opposite of Contains, this checks that the field does not contain a value. This is not case-sensitive.
  • Exactly matches: Checks if the field matches a value letter-for-letter. This is case-sensitive.
  • Does not exactly match: Checks if the field does not match a value letter-for-letter. This is case-sensitive.
  • Is in: Checks if a field is in a list of values. This is not case-sensitive.
  • Is not in: Checks if a field is not in a list of values. This is not case-sensitive.
  • Starts with: Checks if a field begins with a certain value. This is not case-sensitive.
  • Does not start with: Checks if a field does not begin with a certain value. This is not case-sensitive.
  • Ends with: Checks if a field ends with a certain value. This is not case-sensitive.
  • Does not end with: Checks if a field doesn’t end with a certain value. This is not case-sensitive.
Tip

You should only use Exactly matches as a filter rule when you want your Zap to continue only if the field has certain exact words, down to the letter (it's even case-sensitive). Be careful with this rule as it can sometimes filter out more records than you expect. If you want a similar but less strict rule, try using Contains.


Number filters

Number filters only work with numeric values, like 1 or 100. They do not work with written forms of numbers (one, two, one hundred) or dates.

  • Greater than: Checks if a field is greater than a certain number.
  • Less than: Checks if a field is less than a certain number.
  • Date/time
    • After: Checks if a date is after a certain date.
    • Before: Checks if a date is before a certain date.
    • Equals: Checks if two dates are identical.

Boolean filters

  • Is true: Checks is a boolean value is true.
  • Is false: Checks if a boolean value is false.

Generic filters

  • Exists: Checks if a value exists (can be used with any type of field).
  • Does not exist: Checks if a value doesn’t exist (can be used with any type of field).

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