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Automation

Condition reference

The 5 condition operators, and how field paths resolve.

Each condition checks one field against one value. A rule's conditions are combined with AND only — every condition must match for the rule's actions to run.

Field paths

A condition's field is a dot-path into either:

  • payload.* — the triggering event's own data (see the trigger reference for what's available per trigger). Example: payload.status for a deal.stage_changed trigger.
  • contact.* — the contact's own record. Example: contact.email, contact.company.

A path that doesn't resolve to anything (e.g. a typo, or a field that's genuinely not set) is treated as absent — equals/contains compare against an empty string, exists is false.

Operators

OperatorMatches when
equalsThe field's value, as a string, equals the condition's value
notEqualsThe field's value, as a string, does not equal the condition's value
containsThe field's value contains the condition's value — works on strings (substring) and arrays (membership)
existsThe field resolves to something other than null/undefined
notExistsThe field resolves to null/undefined

exists/notExists don't take a comparison value — the other three do.

Comparisons are string comparisons. payload.status equals WON works because status is already a string in the payload — but numeric fields get stringified before comparing, so exact-match works fine, but there's no "greater than"/"less than" operator for things like deal value.

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