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What are some Conditions I can use in Automations?

As an Admin, learn a number of example Conditions that you can use within your Automations and automated workflows.

Written by Raul Zhou

A Condition is type of Control, that is responsible for determining whether a specific Action or series of Actions should be executed. Conditions evaluate specific criteria or variables to decide if the Automation should proceed.

Examples of criteria or variables you can use as Conditions within Automation steps:

Account

  1. Account sign up date

  2. Account status

  3. Account type

  4. Account's primary location

  5. Account has... (Used the app, Upcoming booking(s), No active plan(s), etc.)

  6. Active Plan

  7. Active Pass

  8. Check-in status

  9. Final Plan end date

  10. First name

  11. Last name

  12. Last marketplace purchase date (marketplace products only, excludes passes)

  13. Last message sent date (for team accounts, includes messages sent by team members)

  14. Last mobile app use date

  15. Most recent booking

  16. Next assignment start date

  17. Next booking date

  18. Next Plan end date

  19. Next Plan start date

  20. Tour booking date/time

Custom Properties

Any custom properties that you have created within your Optix dashboard, except Multi-line text type, which is not supported as a condition variable

Invoice

  1. Date of the oldest due/overdue Invoice

  2. Invoice balance

  3. Invoice due date

  4. Invoice paid date

  5. Invoice status

  6. Invoice total

User Properties

  1. City

  2. Company

  3. Position

  4. User Source

Note: When using Booking date/time or Tour booking date/time as a condition, you can compare against an offset in Minutes, Hours, Days, Weeks, or Months. For example: "Tour booking date/time is within 2 hours of trigger date/time".

Note: The Before date modifier is not available for Last marketplace purchase date or Last message sent date, as these dates are always in the past.

Check out this article to learn more about how to use Conditions within Automations.

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