The Router tool will help you define the conditions under which different scenarios will be triggered within the automation. Its operation is described very simply by the algorithm:
IF condition → THEN start step A → OTHERWISE start step B
How to use the tool
Let's consider the functionality of the tool using an example.
A company receives orders from an online store on AliExpress. They have different managers, which processes according to the tasks created in HubSpot CRM. One of them is responsible for orders under 10,000 dollars and the other over 10,000 dollars. The Router tool allows building a scenario in which, depending on the value of the order, it is possible to assign them to different managers.
The condition can also be set based on other order parameters, defined from the trigger.
How to set up the tool
Once the automation is created, it is necessary to specify the steps that will work upon the fulfilment of the given condition. Therefore, you need to insert the resource into the data source service.
Access the automation, click the symbol + just below the trigger and select the Tool option.
Then look for the Router tool and click the Select button to proceed.
Next, we configure the tool itself. We must fill in the fields according to the following directions:
- If: Select the value you wanna use as a parameter and establish the conditions that will determine the choice of scenario.
- Then: Indicate the step to which the transition will occur if the condition is met.
- Otherwise: Indicate the step to which the automation will proceed if the condition is not met.
Something important to remember when using the Router tool is that we must define a step to break and separate the two different parts of your automation.
This will let the automation know when to stop or when to continue. Without the configuration to stop it, the automation would go through all the steps, including the ones it shouldn't until it reaches the end.
To add it, click the symbol + just below the automation step with the first condition and select the Tool option.
Then look for the Break tool and click the Select button to proceed.
Here's a quick preview of the final structure.
As a result, the automation will look like this:
Ready! The tool and automation are configured. Now, just click on Start.
