Filter and Branch
Set an action to occur only when it meets a specific condition. Add branches to trigger different actions based on specific responses in your workflow.
How to filter an action
On your dashboard, click Workflows on the top menu followed by
+ Blank workflow. Alternatively, you can open a form and click Integrate from the top menu to create a workflow.
First, choose a trigger. Then, select
Filter as the first action.
+ Add condition and select a question or field from the first dropdown. In the middle dropdown, select an operator. In our example, we’ll choose equals. Then, pick an answer from the last dropdown that will trigger the next action when selected.
Choose the next action by clicking
+ under Filter. Let’s choose to send a message in Slack when a respondent RSVPs Yes. Remember to Test your workflow, before clicking Publish on the upper right corner.
That’s it! Now you’ll receive summaries of those who answered Yes to your form in your chosen Slack channel.
Add a branch to your workflow
You can also create different branches based on specific conditions. By adding a branch, you can ensure that the right action happens for each situation.
After selecting your form trigger, add a
Branch action. Click Edit to set a condition, followed by + to define what happens when the condition is met.
In our example, we’ll send a summary of the responses to Slack when a respondent RSVPs Yes, whereas we’ll send them an email with a link to our fundraising page and newsletter when they respond No.
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