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Filters allow Zaps to only perform actions on the items you want. With filters, you set a specific condition and the Zap will only continue if the data from your app meets that condition.
ExampleYou can set up a filter to only add customers to a list in your marketing app if they purchase a specific product. If the customer buys a different product, the filter stops the Zap and no further actions are performed.
1. Add a Filter step
- In the Zap editor, click the plus + icon to add an action step.
- Select Filter.
- Click Continue.
You can add a filter at any point after the trigger and can use multiple filters in the same Zap.
2. Customize your filter rules
- In the Filter Setup & testing tab, set up your filter rules:
- In the first dropdown menu, select the field that you want the filter to check.
- In the second dropdown menu, select the rule that you want to use.
- In the third field, type the value that you want to compare the field against.
- Click Continue.
Tip- Your filter can have multiple criteria, and these criteria can be added using either AND or OR logic. Learn more about the difference between AND and OR logic in filters.
- You will see a warning if your set up a filter condition so the Zap will always continue past the Filter step. For example, if you select the Subject field from an email step, set the condition to "Exactly matches", then map the same field in your value column, the Zap will always continue.
NoteRules only work for the type of data specified in parentheses. For example, rules that begin with “(Text)” only work with text fields, and rules that begin with “(Number)” only work with number fields. Learn about the different types of filter rules.
3. Test your filter
If the test data would have passed the filter, you’ll see a confirmation that the Zap would have continued.
If the test data would not have passed the filter, you’ll see a confirmation that the Zap would not have continued.
NoteIf a Filter step uses data from a search step that didn't find anything, the Filter step and any other steps afterward won’t run.
After the filter is created, you can continue setting up the rest of your Zap. The actions added to the Zap after this filter step will only be performed if the incoming data passes the filter.