In any automation platform, there are instances where you need to setup up more than one step to setup a filter. InterFace's Automation Platform WAS no different. Until we introduced Filter Templates.
Filter Templates combine multiple steps into a single click. For example, if you want to filter a workflow based on whether a tag exists or not, you would have to first fetch information from Follow Up Boss AND THEN apply the filter. But Filter Templates combine those two steps into one, saving time and effort.
Following are the types of Filter Templates currently built into the Automation Platform:
Continue if tag exists: If the workflow must continue ONLY if a tag exists, you can use this filter template. This filter template is available for all kinds of triggers.
Enter the tag you wish to filter for and test the filter:
Continue if tag exists: If the workflow must continue ONLY if a tag DOES NOT exists, you can use this filter template. This filter template is available for all kinds of triggers.
Continue if email made by assigned agent: If the workflow must continue ONLY if the email was sent by the assigned agent you can use this filter template. This filter template is available for Emails Created trigger.
Continue if Incoming email: If the workflow must continue ONLY if the email is an incoming one, you can use this filter template. This filter template is available for Emails Created trigger.
Continue if Outgoing email: If the workflow must continue ONLY if the email is an outgoing one, you can use this filter template. This filter template is available for Emails Created trigger.
Continue if Email Sent by Action Plan: If the workflow must continue ONLY if the email has been sent out through an Action Plan, you can use this filter template. This filter template is available for Emails Created trigger.
Continue if text made by assigned agent: If the workflow must continue ONLY if the text was made by the assigned agent you can use this filter template. This filter template is available for Text Messages Created trigger.
Continue if Incoming Text: If the workflow must continue ONLY if the text is an incoming one, you can use this filter template. This filter template is available for Text Messages Created trigger.
Continue if Outgoing Text: If the workflow must continue ONLY if the text is an outgoing one, you can use this filter template. This filter template is available for Text Messages Created trigger.
Continue if Text Sent by Action Plan: If the workflow must continue ONLY if the text has been sent out through an Action Plan, you can use this filter template. This filter template is available for Text Messages Created trigger.
Continue if Call made by assigned agent: If the workflow must continue ONLY if the call was made by the assigned agent you can use this filter template. This filter template is available for Calls Created trigger.
Continue if Incoming Call: If the workflow must continue ONLY if the call is an incoming one, you can use this filter template. This filter template is available for Calls Created trigger.
Continue if Outgoing Call: If the workflow must continue ONLY if the call is an outgoing one, you can use this filter template. This filter template is available for Calls Created trigger.
Please contact [email protected] if you need any assistance in setting up automations.