Use filters and conditions

Learn how to add a filter to your workflow so it only runs when incoming data meets the conditions you define.

What filters do

By default, a workflow runs every time its trigger event occurs. For every new record, every form submission, every row added. Filters let you narrow that down.

A filter is a condition you apply to the trigger. When Conduitly detects a new trigger event, it checks the incoming data against your filter conditions before running the action steps. If the data meets the conditions, the workflow runs. If it doesn't, the workflow skips that event entirely.

A few examples of what you can do with filters:

• Only sync employees whose department is "Sales"
• Only create a task when a deal value is greater than $10,000
• Only send a notification when a form submission includes a specific value

Filters don't stop the workflow from being active. They just control which events it acts on.

Before you begin

Before you start, make sure you have:

• A workflow open in the builder with the trigger fully configured through the Settings tab
• A successful trigger test run completed (so real field data is available to build conditions against)

Steps

1. Open the Test tab on your trigger

In the workflow builder, click the trigger node. In the configuration panel, click the Test tab.

2. Open the Filter Setup & Testing modal

Click the filter icon in the Test tab toolbar. The Filter Setup & Testing modal opens.

The modal header reads: "Choose the condition(s) your data should meet to continue to run."

3. Build your condition

Each condition row has four parts:

• Choose field: select the trigger data field to evaluate. The dropdown shows all available fields from your trigger test, with orange sample values beside each one. Use these to confirm you're selecting the right field before setting the condition.
• Logic operator: defaults to "And"; change to "Or" using the dropdown on that row. Controls how this condition relates to others if you add multiple (see Step 4).
• Choose condition: select the comparison to apply. The available options are grouped by data type:

• Enter or select value: type the value to compare against (e.g. "Sales", "10000")

4. Add more conditions if needed

To add another condition, click + And or + Or below the condition rows. Each adds a new row with that operator pre-selected. You can also change the operator on any individual row using its own dropdown, so a single filter can mix And and Or conditions across different rows.

To remove a single condition, click the red × on that row. To clear all conditions and start over, click Reset.

5. Save the filter

Click Save & Apply. The modal closes and your filter is now active on the trigger.

What to expect next

With the filter saved, Conduitly will evaluate every new trigger event against your conditions before running the action steps. Events that don't meet the conditions are skipped silently. They won't appear as failed runs in Workflows → Activities, and they won't consume tasks.

To confirm your filter is working as expected, check Workflows → Activities after a few runs. If the workflow is running less frequently than before, the filter is doing its job.

If you find the workflow isn't running at all, revisit the filter conditions — they may be more restrictive than intended. See Data isn't syncing correctly for help diagnosing filter-related issues.

Editing or removing a filter

To update or remove a filter on an existing workflow:

1. Open the workflow in the builder and click the trigger node.
2. Navigate to the Test tab and click the filter icon.
3. Update the conditions as needed, or click Reset to remove them all.
4. Click Save & Apply, then republish the workflow.