Conditional runs

What are conditional runs?

Conditional runs allow you to execute specific actions or enrichments in a workflow only if certain conditions are met, helping you add programmable logic to your workflows.

Applications

Upload to CRM: Add a contact only if it has a valid email.

• Condition: {{email}} is not empty

Sequencer Filtering: Add leads to a sequence based on lead score or industry.

• Condition: {{lead_score}} > 80 AND {{industry}} == "SaaS"

Write to Table: Populate a column only if the lead’s region matches a target location.

• Condition: {{region}} == "North America"

Round-Robin Assignments: Create a column for each rep and use a conditional run for actions based on assignments.

• Condition: {{assigned_rep}} == "Kareem"

How do they work?

Conditional runs are built on Conditional statements and evaluate a condition as true or false to determine whether to execute or skip an action.

Structure of conditional runs

Conditional runs are structured like an if-else statement:

if (conditional statement is true) {

run the enrichment

} else {

don’t run the enrichment

}

To create a conditional statement within the Conditional formula generator:

Reference Dynamic Variables

• Use / to select variables or columns from your workflow, such as {{company_size}} or {{revenue}}.
• These variables dynamically adapt based on your data.

Apply Comparison Operators

• Compare values using operators like equals, greater than, or not equal to.
• Example: {{company_size}} > 500.

Combine with Logical Operators (Optional)

• Add complexity to your conditions with:
  • AND: Requires all conditions to be true.
  • OR: Passes if at least one condition is true.
  • NOT: Reverses a condition (e.g., NOT {{status}} == "Closed").

How do I use conditional runs?

Step 1: Open the Conditional runs editor

Navigate to the Run Settings of the action you want to configure and click on “Use AI”.

Step 2: Define the conditional logic

Define the logic that determines how the condition will evaluate.

Step 3: Generate the Formula

Click “Generate formula” to automatically translate your condition into a formula.

Step 4: Verify the Output

Look at the sample outputs on the right to ensure your condition behaves as expected.

Adjust your condition as needed based on the results.

See also

Conditional statements

Comparison operators

Logical operators

‍