Leveraging workflow logic: Filters, Conditions, and Branching

Workflow logic controls how workflows make decisions. While triggers determine when a workflow starts and actions define what the workflow does, logic determines which actions should run based on the data available.

Dalil workflows include five flow-control steps, found in the Flow group of the action picker: Filter, If / Else, Switch, Iterator, and Delay.

Filters

Filters allow workflows to limit which records continue through the automation. When a workflow is triggered, the filter evaluates the record data and decides whether the workflow should continue running. If the filter conditions are not met, the workflow stops.

Filters are useful when workflows should only apply to specific types of records or industries.

Example: A workflow triggers when a record updates. If the industry field equals "SaaS," the contact gets added to a SaaS onboarding sequence. Otherwise, the workflow stops and nothing happens.

If / Else Conditions

The If / Else step allows workflows to branch into two paths depending on record data. This creates conditional automation where different actions occur based on specific values.

Example: When an opportunity stage updates to "Closed Won," the contact is added to an onboarding sequence. Otherwise, a follow-up task is created for the deal owner.

Common uses include:

• Deal stage automation
• Lead qualification
• Customer lifecycle management

Switch

The Switch step branches into multiple paths based on the value of a field or expression, like several If / Else blocks in one step.

Example: Branch on Lead Source: "Website" → add to inbound sequence; "LinkedIn" → add to social outreach sequence; "Referral" → create a personal follow-up task; anything else → default path.

Use Switch instead of chaining If / Else steps whenever a single value has more than two meaningful cases.

Iterators

Iterators allow workflows to loop through lists of records and apply actions to each item individually. This processes multiple records returned by a Search Records or Find Pipeline Records step while handling each one separately.

Example: Search for contacts whose score crossed a threshold → iterate through results → add each one to a sequence and create a task for its owner.

Delay

The Delay step pauses workflow execution for a specific time before continuing. Commonly used in follow-up flows, onboarding processes, and reminder workflows.

Example: Add to onboarding sequence → wait 2 days → create a check-in task for the CSM.

Combining Workflow Logic

These components work together to create sophisticated automation. A workflow might filter for deals over $10,000, then use Switch to branch on opportunity stage, enrolling contacts in different sequences or creating different tasks per branch. Combining multiple logic blocks lets you build automations that mirror real-world sales processes closely.