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Conditions in automation rules

Most automation rules have Run, Condition and After previous automation rule options. They help you to set time and conditions for triggering. For example, you can run automation rules in a certain sequence and only on weekdays.

Read more in the article Automation rules.

When the CRM entity moves to the stage with the automation rule, the first thing we check is whether it should work immediately or not. After that, we look at the condition. If it is met, the automation rule will work.

Run

The automation rule has two stages:

  • Current time - it is the same for all automation rules. The automation rule is triggered when the element moves to the stage with the automation rule.
  • Exact time - it is the time the automation rule will be triggered after starting.

The сurrent time cannot be changed, but the exact time can.

The default setting is Immediately, which means that the automation rule will be triggered when the element moves to the desired stage.

In, After and Exact time options allow you to use any fields of the Date and Date/Time types.

Conditions like Run in X minutes after Current time work as a pause. The minimum pause time is 10 minutes.
For example, you can create a field Customer Meeting Date in the deal form and remind yourself or the client about the event two hours in advance.

Condition

You can set conditions under which the automation rule will be triggered. For example, if the amount of the deal is more than 5000 or if a certain employee is responsible for the deal. If the deal that came to the stage with the automation rule does not meet the conditions, the automation rule will not work.

Conditions can be divided into simple and compound:
Simple condition - is a comparison with the value of the field. If the value of the field in the CRM element equals the value in the automation rule settings, it will work.

In this example, the automation rule will work if the deal amount is more than 5000.
Please, note that this condition will not be triggered if the amount is equal to 5000. If you want the automation rule to work in that case please select either Amount more than 4999 or Amount not less than 5000.

Compound condition contains one or more blocks separated by AND and OR. OR divides a single condition into blocks. AND divides the blocks into component parts.

For example, you have an employee who works with large b2b market customers and all b2g clients.
There are 3 parts In the first block separated by AND: the deal amount is not less than 5000, the currency is dollar and the company type is b2b. This is the first condition. If any of these three parts is not fulfilled, then the entire first condition is considered not fulfilled. In this case, the second condition is checked, in which the company type is b2g. If it is satisfied, the automation rule is started.

After

If this checkbox is active, the automation rule will be triggered after the previous one. It is the position of the automation rules on the stage that is taken into account.

You can always move the automation rule both within and between stages. Drag it with the mouse to the desired location.
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