How-To Guide

How to Use Filters and Paths in Zapier

Master Zapier Filters and Paths. Add conditional logic to your Zaps so actions only run when specific criteria are met.

How to Use Filters and Paths in Zapier

1

Add a Filter step

Click '+' between your trigger and action, then select 'Filter by Zapier'. Filters stop the Zap from continuing unless conditions are met. For example: only continue if 'Deal Amount' is greater than $1,000.

2

Configure filter conditions

Select a field from a previous step, choose an operator (contains, equals, greater than, exists, etc.), and enter the value to compare against. You can add multiple conditions with AND/OR logic.

3

Add a Paths step for branching logic

Instead of a Filter, add 'Paths by Zapier' to create branching workflows. Each path has its own conditions and action steps. For example: Path A (deal > $10K leads to assigning an enterprise rep), Path B (deal < $10K leads to assigning an SMB rep).

4

Configure each path's rules and actions

Name each path descriptively. Set the conditions that determine when each path runs. Add one or more action steps under each path. Paths are evaluated top-to-bottom — only the first matching path runs (or all matching paths, depending on your setting).

5

Test each path independently

Use different sample data to test each path. Zapier lets you select which sample record to use for testing. Verify that the correct path fires for each scenario and that the actions execute properly.

Pro tips

  • *

    Use Filters for simple pass/fail decisions and Paths when you need different actions for different scenarios

  • *

    Name your Paths clearly (e.g., 'Enterprise Lead' and 'SMB Lead') — it makes debugging much easier

  • *

    Remember that Filters that stop a Zap don't count as a task — you're only charged when actions execute

  • *

    Combine Filters and Paths: use a Filter early in the Zap to block irrelevant triggers, then Paths later for routing

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