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How to filter an action

1

Create a Fillout workflow

Click Integrate on the top menu of your form, followed by Workflows. Then, start with a + Blank workflow.
Workflows tab with the Blank workflow button
2

Choose filter as your action

First, choose a trigger. Then, select Filter as the first action.
Action menu with Filter highlighted
3

Set your condition

Click Set conditional logic, then + Add condition. Choose a question or field from the left dropdown, an operator from the middle (e.g., equals), and an answer from the right dropdown to trigger the next action.
Filter condition with the question menu open
4

Choose your next action

Choose the next action by clicking the plus icon under Filter. We’ll send a message in Slack when a respondent RSVPs “Yes”. Remember to Test your workflow first.
Action menu opened from the plus icon below a Filter step
5

Publish and share

Click Publish and share your form. Now you’ll receive summaries of those who answered “Yes” to your form in your chosen Slack channel.
Slack message from Fillout with a new RSVP form submission and its answers

Add a branch to your workflow

1

Choose branch as your action

You can also create different branches within a Fillout workflow based on specific conditions. By adding a branch, you can ensure that the right action happens for each situation.After selecting your form trigger, add a Branch.
Action menu with Branch highlighted
2

Set your condition

Click Edit to set a condition, followed by the plus icon to define what happens when the condition is met.In our example, we’ll send a summary of the responses to Slack when a respondent RSVPs “Yes”, whereas we’ll send them an email with a link to our fundraising page and newsletter when they respond “No”.
Branch with a condition on Will you be attending, leading to Slack and Send email

Fillout Workflows

Simplify task flows with native multi-step automations.

Integration logic

Perform an integration only when a certain condition is met.