Conditionals

Conditional workflows in Bardeen allow you to create multiple paths in your automation based on specific conditions.

How to Add Condition Blocks

You can add condition blocks directly in the Builder. To do this, click on the plus icon and then on New Condition.

Condition Block Components

Each condition block consists of three main components:

1. Value to Check: This could be a task title, an assignee name, or any other relevant field.
2. Evaluation Operator: Examples include "contains" or "equals".
3. Value to Compare Against: For instance, "John".

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Example with conditionals

Let's take a look at a workflow where a conditional block could be useful. 

Imagine you use Asana for project management. It’s your single source of truth to track tasks and know who is working on what. You have both employees and contractors who use Asana, but they use different tools for communication. Your internal team uses Slack, and contractors use email.

Now, your goal is to increase how fast new tasks get addressed. So you got a genius idea 💡️ – let’s remind the task assignees when a new task is created.

If you were to create a playbook only with Slack reminders, then your contractors wouldn’t get them.

This is where a conditional block comes in! Let’s add a conditional statement that checks if the assignee's email contains your company domain.

If yes, then send a Slack message. If not, send an email.

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Use Cases for Conditional Workflows

Personalized Customer Messages

Engage customers with personalized messages based on status changes in your CRM. For example:

• Path A: If status is "new customer", send a welcome message.
• Path B: If status is "inactive", send a re-engagement message.

Qualified Lead Routing

Route high-quality leads to your sales team and add others to an email campaign:

• Path A: If the subscription field matches "Enterprise", send information to your sales team.
• Path B: If it doesn't match "Enterprise", add to an email campaign.

Project Management Automation

Update project statuses and notify team members based on specific tags:

• Always Run Path: Always update the project status.
• Additional Paths: Notify team members, assign tasks, and manage calendar time based on project status.

Getting Started with Conditional Workflows

1. Add a Trigger: Start by selecting your trigger app and setting up the trigger step.
2. Add Condition Blocks: Click on the plus icon and choose New Condition.
3. Set Up Rules: Define your conditions using the right sidebar to set up and test rules.
4. Add Actions: For each path branch, add at least one action step by selecting the app, event, connecting your account, and testing the action.
5. Test and Activate: Once all paths and actions are configured, test your workflow and turn it on.

Visualize and Manage Complex Processes

Conditional workflows in Bardeen help you manage complex processes within a single automation. By adding conditional logic, you can tailor actions to specific criteria, ensuring that the appropriate steps are always taken. This is particularly beneficial for scaling decision-making processes within your business.

Coming soon

Conditional blocks are still new and don’t yet support all data types. For example, Bardeen can’t check dates yet. 

We plan to add additional filtering options and support for all data types.

Meanwhile, please don’t hesitate to reach out in our user community to learn more about conditionals and how to get the most out of them.