Make.com Filter and Conditions
When dealing with complex filters, it is important to: 1. Plan them upfront – Outline the conditions before implementing them. 2. And then implement them – Set up filters step by step. Step 1: Planning the filters based on router paths Here is the conditional filtering we want to set up in
Make.com Filter and Conditions
Here is how the automation looks currently: Our next steps are: 1. Copy the “Send an Email” module 2. Attach it to the second path of the router 3. Finally, change the content template inside it and save it Step 1: Copy the “Send an Email” module Copying or cloning
Make.com Filter and Conditions
The problem When automating tasks in Make.com, we often encounter scenarios where different conditions require different actions. For example, our “Quote Generation” automation came out good, but I have a small problem with it. Hi Andy, Thanks for answering all my questions with great patience. After a thorough review,
Make.com Filter and Conditions
Here's how our completed automation looked at the end of the previous lesson: When we run the automation, the “Search Rows” module retrieves all the rows of our “Client Payment Tracker” spreadsheet and converts them into bundles. Our spreadsheet contained five rows, so the “Search Rows” module created
Make.com Filter and Conditions
Just to recap, here is where we are in terms of payment reminder automation: 1. We have cloned the quote generation scenario 2. We have changed the spreadsheet inside the “Search rows” module to use the Payment tracker spreadsheet 3. We have updated the “Send an email” module with the
Make.com Filter and Conditions
I regularly work on a lot of projects as a WordPress freelancer. And to keep track of payments for rendered services, I maintain a simple spreadsheet: And some clients will only pay me if I follow up. So, I send payment reminders to them every 15 days. Before learning automations,
Make.com Filter and Conditions
The filter panel in Make.com is a powerful tool that makes it easy to set up conditions in our automations. From a technical standpoint, here is how a filter works inside an automation Imagine there are two modules inside an automation: 1. Module 1 — first module of the automation
Make.com Filter and Conditions
In the real world, we always take decisions based on some condition. And conditions are of three types if we over simplify them: 1. Single condition 2. “And” condition 3. “Or” condition 1) Single condition-based decision Let's just say we are going for a drive in our
Make.com Filter and Conditions
Filters and Conditions are the heart of most automations we build. Without them, some automations are impossible to create. So, in this module, we will learn: 1. The need for conditional filters when building automations 2. Types of conditions 3. Creating complex conditions by applying the “And” & “Or” rules
Task Automation 101
One of the most essential aspects of building scenarios in Make.com is to dynamically transfer data between modules, and the Data Mapping Panel is responsible for it. Although we have worked with the Data Mapping Panel in the previous lesson, we didn't find time to understand what
Task Automation 101
How to rename a scenario in make.com Currently, our scenario is automatically named as “Integration Google Sheets”. You can see it in the top-left corner of the automation screen. Initially, it was “New Scenario”, but when we added the “Google Sheets” module to our scenario, Make.com automatically
Task Automation 101
It is time to test our automation. To run the automation, click on the “Run once” button: That's all, emails with quotes are now sent to the leads as expected: Come on, let's test this out. Go ahead and see the “Sent” screen of your inbox.