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Automation conditions

Narrow when an automation runs with checks on the quote, the products, the customer and the form.

Conditions are optional checks between the trigger and the actions. If they are not met, the run stops and nothing happens. Add them in the builder with Add condition.

How condition blocks work

  • A Condition block holds one or more checks. Set Match to All so every check must pass, or Any so one is enough.

  • A block gates everything below it. Put one at the top to decide whether the automation runs at all, or between two action blocks to gate only the later actions.

  • Conditions read the object in scope at that point. On a quote request trigger, once a Create the ShopQuote action has run, later conditions read the new ShopQuote.

  • If the data a condition needs is missing, the condition counts as not met. Automations never guess.

Note: Up to 15 conditions per automation.

Fields for a quote request

Available on the trigger A customer requests a quote.

Request total

Greater than, less than or equals an amount. Pick the currency to compare in.

Total quantity

Greater than or less than a number of units across all items.

Product

Includes or does not include products you pick, or is in or not in a collection you pick.

Product type, Product tag

Includes or does not include the text you type.

Form answer

Pick a field from your quote request form, then equals, contains or is provided.

Email domain

Contains or is, for example @bigco.com.

Status

Is or is not Pending, Accepted or Archived.

Fields for a ShopQuote

Available on every ShopQuote trigger, and after a Create action on the request trigger.

ShopQuote total

Greater than, less than or equals an amount, in the currency you pick.

Total quantity

Greater than or less than a number of units.

Discount

Has a discount applied, or has no discount.

Product, Product type, Product tag

Same as for a request.

Email domain

Contains or is.

Status

Is or is not Live, Completed, Expired or Deactivated.

Expiration

Has an expiration date, has no expiration date, or expires within a number of hours, days or months.

Quote tag

Has tag or does not have tag. Tags added by the Tag the ShopQuote action count.

Times viewed

Greater than or less than a number. Hidden on the Created trigger.

Market

Is one of your Shopify Markets, matched from the shipping country.

Examples

Big orders only

Request total greater than 5,000 USD.

One customer

Email domain is @bigco.com.

A product line

Product is in collection Industrial pumps.

Only warm buyers

On the Viewed trigger, Times viewed greater than 2.

Do not repeat

Quote tag does not have tag followed-up, then add the tag as an action.

A form choice

Form answer, field Delivery, equals Urgent.


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