# Incoming Data Filter — Albato Help Center

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# Incoming Data Filter

Last update:  
17/9/2026 · 3 min read

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IN THIS ARTICLE

You might have faced the need to only allow specific data to trigger your automations.

For this purpose, Albato offers the **Incoming Data Filter** tool. It lets you exclude unwanted data from entering your automation if it doesn't meet certain conditions. Such filtering helps you streamline your automations and, most importantly, consume fewer transactions.

## How to set up the filter

### Step 1

Open the **Automation builder** section and click on the filter icon.

2022-08-16\_10-58-01.png

### Step 2

Set up data filter condition. Click the _Add a condition_ button and fill in the fields. Select:

1.  What to filter
2.  Type of the condition
3.  Value to search for.

> Important: Do not use dynamic fields in the comparison value field. Enter a fixed value as plain text instead. Otherwise, the filter will reject incoming runs.

Captura de Tela 2023-12-20 às 13.07.39.png

Let’s consider the following example.

We will set up a filter for the first step - amoCRM _Deal status updated_. The task is to check the incoming information and select deals with a certain status.

In the first field we select the _Deal status update: Status name_ value to check the condition.

For the second field, select _Equally_ as the condition type.

And in the third field, we enter the name of the required status of the deal, according to which the condition will be met. In our example, we enter the _Successful sale_ status.

Filter1.png

Click the _Save_ button. The filter is ready!

Thus, the automation will receive the data only that meets the specified condition.

## How to use

Let’s suppose we want the scenario to run every time the deals get _Successful sale_ or _Lost client_ statuses. In this case, we can convert the condition to a group of conditions.

When comparing the same field against several possible values, use **OR** between **Equals (=)** conditions to accept any of those values. To exclude several values, use **AND** between **Not equal** conditions so that the field must differ from every excluded value.

Click the _Convert to a group of conditions_ button:

Filter3.png

Then, set up an additional condition:

Filter2.png

More flexible settings can be made by using a combination of conditions and a group of conditions.

For instance, you need to receive information only about large deals with a budget of more than 100,000$.

Tо achieve this, add one more condition to the existing group. For convenience, you can collapse the first condition using the button in the upper right corner:

Filter4.png

Set up a new condition. Select the _Budget_ value in the first field, _Equal to or greater than_ as a condition type, and enter the amount in the third field. Switch to the _AND_ position.

Filter5.png

Click the _Save_ button. Ready!

Now the automation scenario will run only for deals with _Successful sale_ OR _Lost client_ statuses AND for deals amount GREATER OR EQUAL to 100,000$.

## Use cases

**Case 1**

_Task:_ Every time our sales manager closes a deal for more than 100,000$ we send a gift to the customer. The HR department is responsible for sending souvenirs. How can we notify the head of HR about deals that meet the requirements?

_Solution:_ We will filter the data by two parameters, deal status and deal amount. Let’s assume that the company uses amoCRM. We create the following automation scenario:

1.  Step: amoCRM event. Deal modified.
2.  Filter: IF (Deal modified: Amount >= 100,000$) AND (Deal modified: Status = Closing date).
3.  Step: action, send notification.

**Case 2**

_Task:_ We are implementing end-to-end analytics. And we want to send information only about successful and unsuccessful deals to Google Analytics. How can we do it?

_Solution:_ We will filter data by one parameter, deal status. Let’s continue to assume company uses amoCRM. We create the following automation:

1.  Step: amoCRM event. Deal modified.
2.  Filter: IF (Deal modified: Status = Closing date) OR (Deal modified: Status = Lost reason).
3.  Step: action, send to Google Analytics.

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