Filter

The Filter Node acts as a smart filter within your workflow, letting you control which records should proceed to the next step based on custom logic and property values.

With this node, you can add logic like: "Only continue if Company Country is US."

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When to Use It

Use the Filter node when you want to:

• Run different automations for different segments (e.g., US vs. non-US accounts)

• Filter out records that don’t meet your criteria before taking an action (like syncing, enrolling, or enriching)

• Build branching, multi-path workflows based on any field or attribute

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Configuration Overview

Here’s how the Filter Node works:

The Filter Node allows you to apply conditional logic to control which records continue in your workflow. You can filter by account or contact properties, including both standard and AI-enriched fields.

Configuration Options

1. Filter Type

   • If → Define a condition that must be true for records to continue.

   • Else → Define a fallback path for records that do not meet the condition.

     
2. Filter Scope

   • Account → Apply conditions on account-level properties.

   • Contact → Apply conditions on individual contact-level properties.

3. Define Conditions

   • Select a Property → Choose the account or contact property you want to filter on.

   • Choose an Operator → Options include is, is not, contains, greater than, less than, etc.

   • Set a Value → Enter the value or criteria that must be matched for records to pass through.

Example

• Filter:

  • Company Country is US

• Workflow Behavior:

  • ✅ Records with Company Country = US will continue through this path.

  • ❌ Records from other countries will be excluded (or follow the Else path if defined).

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