Conditions

How conditions combine

Conditions live under 2 · If. With none, the section reads No conditions — runs for every matching item (or board, record, deal) and the rule fires for every occurrence of its trigger.

1. Click Add condition. A row appears with three parts: a field (Item status to begin with), an operator and one or more values. The row starts with If. Pick the field first, then the operator, then click the value box to tick one or more values.
2. Click + and to add another row to the same group. Rows in a group start with and, and every row must match.
3. Click Add an OR group to start a second group. The rule then runs when any group matches. The first group is headed Match any of these groups and each further group is introduced by — or —.
4. Click the × at the end of a row to remove it.

A rule can have up to ten groups with up to ten conditions each, and up to 50 values in one condition.

A few triggers have no conditions at all, for example the two digests; the section then reads This trigger has no conditions — it fires for every occurrence.

Operators

Operator	Meaning
is any of	The value is one of those you picked.
is none of	The value is not one of those you picked.
is empty / is set	The field has no value / has a value.
contains / doesn't contain	For text, such as the item name. Enter several words separated by commas to match any of them.
is between / is less than / is more than	For numbers, such as Days until due.
yes / no	For yes-or-no fields, such as Has a linked customer.

Fields for item triggers

Field	What it tests
Item	A specific item on the board. Offered on template and board rules only; organization rules cannot pick a specific item.
Item status	The item's current status.
Previous status	The status the item came from (An item enters a status only).
Priority	Low, Medium, High or Critical. New priority and Previous priority are offered on An item's priority changes.
Assigned to	One or more team members.
Team member (the one added/removed)	The person the assignee trigger fired for.
Parent item	is empty for top-level items only; is set for subitems only.
Select column	The value of a select column on the item. Pick the column, then the option.
Days until due	A number of days from today; negative numbers are overdue.
Item name	Words in the item's name.
Changed by	A team member, The customer (portal) or An automation (note, priority and due-date triggers).
Note source	Item note, Board note or Customer timeline (A note is added only).
Form	Which linked form was submitted.

Item triggers also offer every board field below.

Fields for board triggers

Field	What it tests
Board status	The board's status, such as On Track or Stalled.
Board template	The template the board was built from.
Board group	A board group the board belongs to.
Customer category	A category on the board's customer.
Has a linked customer	yes or no.

Fields for customer, deal and form triggers

Field	Available on	What it tests
Customer category	Customer, deal and form triggers	A category on the record.
Has a linked customer	Deal and form triggers	Whether the deal or submission is attached to a customer record.
Sales group	A deal / quote is accepted	The sales group of the deal.
Customer owner	Customer triggers	The team member who owns the record.
Prospect source	Customer triggers	Where the prospect came from, such as Referral or Website form.
Pipeline stage	Customer triggers	The prospect's stage in your pipeline.
Created / converted via	Customer triggers	Created in the app, Created through the API, Captured from a booking, Converted by a won deal or Created by a platform integration.
Submission source	Form triggers	Public link, Customer link, In-app, Task form (portal) or Booking.
Answer	Form triggers	The answer to one question on the form. Pick the question, then the value. yes / no only apply to checkbox and switch questions.
Previous review stage	A submission's review stage changes	The stage the submission came from.

When a condition is checked

Conditions are checked when the trigger fires. If the rule waits (a delay, business hours or weekdays), they are checked again just before it runs, and the run is cancelled with the condition stopped being true before it ran if they no longer hold.

Next: Actions.