Add conditions to workflow

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1

I have a workflow that checks a CRM to see if there are any exisiting deals for a company.

Step 1
The response will either have items or it won’t. I check for items in the response column to determine if there is an existing deal and add a value to a column.

Step 2
If there is an existing deal, I need to determine the status of the most recent deal and if it was won or lost (not open) then I need to check the closed time (includes date). This is so we can filter out companies that have had a deal closed in the last two years to avoid bugging them.

Workflow:

  1. Trigger step 1 via button
  2. Trigger step 2 via a different button

Because step 2 is only required based on the results of step 1, ie, there is at least one existing deal for a company, I want to chain these workflows.

However, I need to add a condition to my workflow and can’t see an option to do this. My goal is one button to trigger step 1 or step 1 and then step 2.

Screenshot 2025-01-24 at 14.29.23
Screenshot 2025-01-24 at 14.29.23274×263 9.34 KB

I want to add a condition between these two calls. How do I achieve this? :man_shrugging:

2

You can’t do that with a user initiated action.
But what you can do is use that second step to call a webhook triggered action, and then you can do your conditional check in there.

Here is a video I made recently that demonstrates. The use case is completely different to yours, but the general idea is the same.

https://www.loom.com/share/93eeeeb72d8c4dcab27544fcac871338

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3

Thanks mate, how did you get the condition “mid flow”? Is that because the trigger is a webhook? As mentioned for me I only have the option to add a condition at the start of a flow right after the trigger.

4

It’s because it’s a webhook triggered workflow, which allows conditions to be added anywhere in the flow.

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