In this article
A new Branching tool in Albato allows you to run different scenarios within a single automation depending on specific conditions.
Let’s imagine you’re processing orders from an online store. With Branching tool, you can set up your workflow like this:
- If the order amount is more than $100, send a message to the manager.
- If it’s less, just save the order to your database.
- If it’s more, notify the owner.
One automation can handle various scenarios based on the data it receives.
Important: Albato also has a trigger condition filter. It checks the incoming data at the beginning of the automation process and checks whether the scenario should run or not. Branching, on the other hand, works inside the automation. It lets you split the process into different branches and take different actions depending on the conditions.
What is Branching?
A branch is part of your automation scenario. It runs only when its condition is met. If the condition isn't met, the branch won’t run.
Branching is a set of branches. It allows your automation to choose which path to follow next. You can configure how branching works in the settings:
- run only the first matching branch (from left to right);
- run all branches that match the conditions.
You can add as many branches as you need to your automation.
Example 1. Vary actions depending on the order amount in your CRM system
Let’s say you want to take different actions based on the order amount. The trigger is New order in CRM. Then, use the Branching tool to split the workflow:
- Branch 1. If the amount is less than $50 → give a 5% discount and send a personalized offer via email.
- Branch 2. If the amount is between $50 and $200 → give a 10% discount, send an email to the client, and notify the manager in Whatsapp.
- Branch 3. If the amount is more than $200 → create a task for the manager in CRM and assign the lead to the sales team.
Сonfigure Branching to run only the first matching branch.
Example 2. Validate the data before creating a new record in CRM
In this case, the trigger is Got form data, for example, submitted from a website on Tilda. Then, we add Branching to split the logic based on conditions:
- Branch 1. If the phone number field is filled → create a contact and a new deal in CRM.
- Branch 2. If the phone field is empty → send a notification to the manager in WhatsApp.
- Branch 3. If an email is provided → send an offer to that email.
In this case, the Run all matching branches option is enabled. That means if both a phone number and an email are filled in, Branch 1 and Branch 3 will run in parallel.
How to use the Branching tool
- Add the Branching tool in your automation flow.
- In the next window, you’ll find the option Check all conditions and run all matching branches.
If the option is enabled, the system checks all conditions and runs every branch that matches.
If it’s disabled (which is the default), only the first matching branch will be run, all others will be ignored.
- Click Add condition to create a new branch.
- Next, name the branch and set the conditions for it to run.
You can also set additional conditions for each branch. For example, if the email text contains the word Order, Albato will create a new lead in your CRM.
The second branch can have its own conditions and actions. For example, you want to save the client’s email to your database.
- Your automation is ready. This is how it looks.
You can also duplicate branches. The copy will be added automatically to the right of the existing ones.
Now there’s no need to create separate automations with the same trigger. Creating and editing scenarios is easier and more efficient. You can get a clear overview of your entire process logic.
If you have any questions, reach out to our support team via the live chat on the website.
