Conditional Branches in Workflows
Branches let you send different actions based on the submitted data. For example: escalate VIP leads to a sales channel, route support requests to a helpdesk, or skip steps for certain countries.
In the workflow editor, click Add Step and choose Condition. The workflow splits into two paths: Yes (condition met) and No (condition not met).
Click the condition step to open its settings. Choose the field to evaluate, the operator, and the value. Example:
- Field: Budget
- Operator: is greater than
- Value: 5000
On the Yes branch, add a Slack step to the #high-value-leads channel. On the No branch, add a Slack step to #general-leads. Steps after a branch run only if that branch was taken.
Submit two test entries — one with a budget over 5000 and one below. Check the Workflow Logs to verify each submission followed the correct branch.
Conditions can be nested — add a condition step inside a branch to create multi-level logic. You can also combine AND/OR rules in a single condition step for more complex routing.