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 four main logic components: filters, If/Else conditions, iterators, and delay steps.

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, nothing happens.

If / Else Conditions

The If / Else block allows workflows to branch into different 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," an onboarding email sends to the customer. Otherwise, a follow-up message continues the sales process.

Common uses include:

• Deal stage automation
• Lead qualification
• Customer lifecycle management

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 while handling each separately.

Example: Search for matching contacts → iterate through results → send an email to each contact.

Delay

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

Example: Send email → wait 2 days → send follow-up email.

Combining Workflow Logic

These components work together to create sophisticated automation. A workflow might filter for deals over $10,000, then branch based on opportunity stage, sending different messages or triggering tasks accordingly. Combining multiple logic blocks lets you build automations that mirror real-world sales processes closely.