Zapier - Add conditions to Zaps, with Filters

Make your Zaps more precise by using Filters.

Filters ensure that Zaps only perform actions on the items you specify. By setting a condition with a Filter, the Zap will continue only if the data from your app meets that condition.

For example, you can set up a Filter to add customers to a list in your marketing app or automatically send an email from a third-party email app, but only if they purchase a specific program. If the customer buys a different program, the Filter stops the Zap, preventing any further actions.

To use a Filter step in your Zap, make sure the Zap trigger is already set up.

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 multiple filters can be used within the same Zap.

2. Set up your filter rules

In the "Filter Setup & Testing" section, follow these steps to customize your filter:

In the first dropdown, select the field you want the filter to check.
In the second dropdown, choose the rule to apply.
In the third dropdown, specify the value to compare the field against.

Once you've defined the rules, click "Continue."

Let’s take the example of a Zap that triggers from new submissions to a form, and we only want it to run if the user who submitted has an email address that ends in `@zapier.com`. We can set up a filter that looks at the Email field from our trigger, choose the rule to be (Text) Contains, and set the value to be `@zapier.com`.

Here’s a more specific, clear version of the text:

Tip:
You can set up your filter with multiple criteria, using either AND or OR logic. Learn more about how AND and OR logic work in filters.

Note:
Filter rules only apply to specific data types indicated in parentheses. For example, rules starting with “(Text)” work only with text fields, while rules starting with “(Number)” apply only to number fields. Learn more about different types of filter rules.

3. Test your filter

When testing, if the data meets the filter's criteria, you’ll receive a confirmation showing that the Zap would have continued.

If the data would have passed the filter, a green message will be presented.

If the test data would not have passed the filter, you’ll see a confirmation that the Zap would not have continued.

If the data doesn’t pass the filter, you will see a gray message saying that the Zap would not have continued.

Note:
If a Filter step relies on data from a search step that returns no results, the Filter and any subsequent steps will not run.

Once the filter is set up, you can continue building the rest of your Zap. Any actions added after the Filter step will only run if the incoming data meets the filter's conditions.

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