In this article
In this article we will show you how to set up a condition for an automation scenario. This is a kind of filter that stops or starts the automation when a certain condition is met.
How to add a tool
Open the Automation builder section click + and add the tool between steps.
Select the Execute automation on condition tool from the list.
How to set up
Specify the action that will be performed if the condition is met.
There are two options to choose from:
- Pause automation
- Continue automation
We will select the Continue automation option in our example.
Then we need to set the conditions.
Let's say we want to send certain data from amoCRM to Google Sheets. For example, the deals with a certain status. So our task is to check the incoming data and select certain deals:
- We select what to check. It will be the Deal changed: Status name value.
- Select Equals as a condition.
- Type in the name of the deal status you need, e.g. Successful sale
Click the Save button.
In this way, the automation will only continue to work if the data from amoCRM meets the condition that we have specified.
Advanced setting
This tool can handle complicated setting conditions. For instance, we would like the automation feature to function when the deal status is either a Successful sale or a Lost client. You can group conditions in this scenario.
Click the Convert to a group of conditions button and set up an additional condition:
More flexible settings can be made by using a combination of conditions and a group of conditions.
For example, you only need to receive information about large deals with a budget of more than $100,000.
To do this, add another condition to the existing group. For convenience, you can collapse the first condition using the button in the upper right corner:
Set up a new condition. Select the Budget value in the first field, Equals to or greater than as a condition type, and enter the amount in the third field. Switch to the AND position.
Click the Save button. Our automation with the Stop automation on condition tool is ready!
Now the scenario will only work for deals with the status Successful Sale OR Lost Customer AND for deals with an amount GREATER OR EQUAL TO $100,000.
Use cases
Task: Our website uses JivoChat. After each conversation ends, our CRM system assigns a task to the responsible operator to contact the user and ask for feedback about our service. Unfortunately, some users do not provide contact information. Assigning a task for feedback without contact information is pointless. How can we set tasks in the CRM only for users who provide either a phone number or email?
Solution: We will set condition of three parameters: username, email, phone number.
If the user has given us their name, phone number, or email address, we will assign the task to the appropriate operator.
The automation will look like this:
If (user_name <> «») AND (phone_number <> «» OR email <> «») THEN (action — create a task).
