Logical operators

Logical operators overview

A logical operator evaluates one or more conditions and returns a boolean value (true or false). In Clay, these operators let you combine and modify conditions to build complex logical expressions.

The three main types of logical operators are:

• AND (&&): Returns true only if all conditions are true
• OR (||): Returns true if at least one condition is true
• NOT (!): Reverses a boolean value

When do you use logical operators?

Logical operators are commonly used in several contexts within Clay.

AI Formula Columns: Create complex conditions for data transformation with multiple criteria.

Conditional Runs: Control when enrichments should execute by definingspecific trigger conditions.

SOQL Queries: Filter Salesforce objects based on multiple criteria.

Best practices

When using logical operators, follow these guidelines:

• Use parentheses to clearly group conditions and control evaluation order
• Test edge cases to ensure correct behavior

AND statements

Syntax

condition1 && condition2

Overview

• Returns true if both conditions are true.
• Returns false if either condition is false.
• In formulas, represented as && .

Example cases

Example 1: true && true → true

Example 2: true && false → false

Example 3: false && false → false

Use case example

Scenario: You want to qualify a lead if they have more than 500 employees and are located in the US.

Formula: {{employee_count}} > 500 && {{location}} == "US"

Logic: Returns true if the lead has more than 500 employees and is in the US.

OR statements

Syntax

condition1 || condition2

Overview

Returns true if at least one condition is true.

Returns false only if both conditions are false.

In formulas, represented as || .

Example cases

Example 1: true || true → true

Example 2: true || false → true

Example 3: false || false → false

Use case example

Scenario: You want to qualify a lead if they have more than 500 employees or are located in the US.

Formula: {{employee_count}} > 500 || {{location}} == "US"

Logic: Returns true if the lead meets either condition.

NOT Statements

Syntax

!condition1

Overview

Returns the opposite of the condition:

• true becomes false.
• false becomes true.

Often used to exclude specific conditions.

In formulas, represented as ! .

Example cases

Example 1: !true → false

Example 2: !false → true

Use Case Example

Scenario: You want to exclude leads marked as competitors from being qualified.

Formula: !{{competitor}}

Logic: Returns true if the lead is not a competitor.

Combining AND, OR, and NOT

Syntax

(condition1 && condition2) || !condition3

Use case example

Scenario: You want to qualify a lead if either of the following is true:

1. The lead has more than 500 employees and is based in the US.
2. The lead is not a competitor.*

Formula: ({{employee_count}} > 500 && {{location}} == "US") || !{{competitor}}

Logic Breakdown:

• Part 1: {{employee_count}} > 500 && {{location}} == "US" → Returns true if the lead has more than 500 employees and is located in the US.
• Part 2: !{{competitor}} → Returns true if the lead is not marked as a competitor.
• The entire formula returns true if either part is true.

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