Filters: Set conditions for your Zaps

By Cody Jones

You are reading: Chapter 5 of 12

Key points

  • Filters are extra steps that act as traffic cops for your data.
  • Workflows only continue if the conditions you pick are met.
  • Zaps stop immediately when the requirements of a Filter are not met.

In the next chapter, we'll cover how to harness the power of Zapier's built-in apps.

By default, Zaps will run every time new data is found to match your trigger. By inserting a filter step into your Zap, you can tell the Zap to run only if your data matches certain criteria.

Zapier filters

This is especially useful when you need to do something very specific in your workflow, such as 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 stop signs, allowing you to stop Zaps based on specific conditions.

How to set up a filter

Filters can be easily added to any Zap.

Step 1: After you have added a trigger to your Zap you can add a filter by selecting Filter by Zapier for your second step.

Adding a filter step

Now you will see the configuration page that allows you to set up your filter:

Filter configuration

Step 2: Click on the first dropdown menu which tells the Zap which field or fields to watch. When the dropdown menu opens, you'll see all the available fields from the trigger step. For example, we've selected Body Plain, but other options such as Date, Subject Line, or Email Address, might be available depending on the app data.

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

Filter options

Here's an example filter where the Zap will only trigger when the Body Plain field contains 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: Once you have finished adding your criteria, click Continue to see the logic at work using your test data. In our example, due to the criteria, the Zap will not run.

Items not matching the filter

Next you can add your action, which will now only run if your criteria are met. Feel free to add filters to any of your favorite Zaps to create the perfect workflow.


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