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Conditions: operators, relative dates, messages and language

Conditions decide whether a run carries on and which path it takes. You write them on the record’s fields, or on the message, the email and the reply, with operators for text, numbers and relative dates.

8 min

Where are conditions used?

In Settings → Only records that…, in the Choose a path step, and in the automation’s goal.

“And” and “Or”

In Only records that…, every rule must match. In a path of Choose a path, the rules are joined with And…, so all of them must match too. To accept one case or another, add a path for each case and lead the paths to the same step.

Operators

Operator
Means
is / is not
A matching value. With several values: “any of them” or “none of them”
contains
The text contains the word, or the list shares a value
starts with / ends with
The start or end of the text
is more than / is less than / is at least / is at most
For numbers and amounts
is between
Between two values
is empty / is not empty
With no value, or with a value
is before / is after
A date before or after a date

Comparing the text of messages and emails ignores upper and lower case.

Relative dates

Operator
Matches when
Example
is within the next
The date is between now and now + the duration
The subscription ends within 7 days
was within the past
The date is between now − the duration and now
The trial ended within the last day
was exactly
Exactly the duration has passed since the date
The appointment was 3 days ago
is today
The field’s date is today
The birthday is today

Units: minutes, hours or days. A date-only field accepts days only. Every operator needs a duration greater than 0, except is today.

Dates are read in the workspace’s time zone, or in the trigger’s own time zone with On a schedule and Before or after a date.

Special fields available in conditions

Field
Available in
Assignees, Created By, Created At, Updated At
All triggers
User Message, Sender Name, Sender Phone, Channel
A message arrives and Someone messages you for the first time
Sender Email, Sender Name, Email Subject, Email Body, Mailbox
An email arrives
Message Language
Messages and emails
Their reply, the chosen answer
After a Wait for a reply step
Record exists (for the search)
After a Find a record step
Request values
The Another app sends data trigger

Message language

Corteksa detects the language of the message itself: Arabic, English, French, Turkish, Spanish, German, Russian, Persian, Urdu and Hindi. A short or unclear message, such as “ok” or “👍”, is read as “Unknown”, and you can branch on that too.

People conditions

A condition on the assignees or the creator compares the people themselves, and is on the assignees means “is among them”. If the chosen person has left the workspace, the condition fails whatever the operator, so nothing gets through by mistake.

Missing context

In a run with no message, the message field doesn’t exist: is fails and is empty passes.

If something goes wrong

What you see
Why
What to do
“Must point to a date field”
A relative operator on a field that isn’t a date.
Choose a date field.
“Only days are allowed”
Hours on a date field with no time.
Use days.
“Invalid member reference”
The person in the condition has left or doesn’t exist.
Choose them again.
The date lands on the wrong day
The time zone of the workspace or of the trigger.
See The workspace time zone and start of the week, or the time zone the trigger uses.

A real example

Namaa Academy
The situation

Messages in Arabic and English arrive on the same number.

What they did
  1. Choose a path: an “Arabic” path with the condition that the message language equals Arabic.
  2. An “English” path with the condition English.
  3. Everyone else: reply in Arabic and English together.
The result

Every client gets the reply in their own language.

A made-up company, to show the idea. The numbers are rounded.

Good to know

Up to 200 conditions in Only records that… or in one path.
A message shorter than 3 characters is read as “Unknown”.
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