Configure a Conditional Step

Last Updated: June 12, 2026

You configure a Conditional Logic step to route a workflow to different steps based on data from a previous workflow source.

Requirements

Review these Requirements before you start.

In addition to the general requirements, a Conditional Logic step requires the following:

  • The workflow must include at least one previous step that emits variables before the Conditional Logic step.

Add a Conditional Logic Step

Follow these steps in the workflow builder:

  1. From the Advanced Steps section, drag the Conditional Branch step onto the canvas.

    The step appears with a default branch and a custom branch. A configuration panel appears on the right.

  2. Drag the previous step connector dot to the connector dot on the new step.
  3. Configure the branch. Refer to the Configure a Branch section below.
  4. (Optional) Select + Add Branch to add another branch, and repeat the branch configuration as necessary.
  5. Drag the connector dot for each branch to the corresponding workflow step. Refer to the Connect Branches to Later Steps section below.

Workflow builder showing Conditional Logic step with two branches configured.

Configure a Branch

Follow these steps to define the routing condition for each branch you want to configure:

  1. In the configuration panel, select the branch.
  2. From the Sources menu, select the previous step that provides the data you want to evaluate.
  3. From the Variables menu, select the specific field or data point from that source.
  4. From the Conditions menu, select the comparison operator.
  5. In the Value field, enter or select the value to compare against. The field accepts predefined options when available or free-form text for open-ended variables.

To rename a branch, select the branch name in the configuration panel, and enter a new name.

  1. (Optional) Select + Add Branch, and repeat these steps to configure the new branch.

You can add a maximum of five branches to a Conditional Logic step.

Connect Branches to Later Steps

Follow these steps to connect a branch to a later step:

  1. In the workflow builder, locate the branch connection dot at the bottom of the Conditional Logic step. Each dot is labeled with its branch number or "D" for the default branch.

  2. Drag each branch connection dot to the corresponding later step.

After all branches are connected and configured, the Conditional Logic step is valid.

Next Steps

Refer to the following: