Conditional runs
Add programmable logic to your Clay workflows.
What are conditional runs?
Conditional runs allow you to execute specific actions or enrichments in a workflow only if certain conditions are met, helping you add programmable logic to your workflows.
Applications
Upload to CRM: Add a contact only if it has a valid email.
- Condition:
{{email}} is not empty
Sequencer Filtering: Add leads to a sequence based on lead score or industry.
- Condition:
{{lead_score}} > 80 AND {{industry}} == "SaaS"
Write to Table: Populate a column only if the lead’s region matches a target location.
- Condition:
{{region}} == "North America"
Round-Robin Assignments: Create a column for each rep and use a conditional run for actions based on assignments.
- Condition:
{{assigned_rep}} == "Kareem"
How do they work?
Conditional runs are built on Conditional statements and evaluate a condition as true or false to determine whether to execute or skip an action.
Structure of conditional runs
Conditional runs are structured like an if-else statement:
if (conditional statement is true) {
run the enrichment
} else {
don’t run the enrichment
}
To create a conditional statement within the Conditional formula generator:
Reference Dynamic Variables
- Use / to select variables or columns from your workflow, such as {{company_size}} or {{revenue}}.
- These variables dynamically adapt based on your data.
Apply Comparison Operators
- Compare values using operators like equals, greater than, or not equal to.
- Example:
{{company_size}} > 500.
Combine with Logical Operators (Optional)
- Add complexity to your conditions with:
- AND: Requires all conditions to be true.
- OR: Passes if at least one condition is true.
- NOT: Reverses a condition (e.g.,
NOT {{status}} == "Closed").
How do I use conditional runs?
Step 1: Open the Conditional runs editor
Navigate to the Run Settings of the action you want to configure and click on “Use AI”.
Step 2: Define the conditional logic
Define the logic that determines how the condition will evaluate.
Step 3: Generate the Formula
Click “Generate formula” to automatically translate your condition into a formula.
Step 4: Verify the Output
Look at the sample outputs on the right to ensure your condition behaves as expected.
Adjust your condition as needed based on the results.
See also