Condition Nodes

What you can check depends on your trigger
The condition fields available to you change based on which trigger your automation uses. You can only check information that the trigger provides.
 
Here is what is available for each trigger type in the builder today:
 
Contact Form Submitted:

• Form (which specific form)
• Project type, Project stage, Project source

 
Brochure Submitted and Questionnaire Submitted:

• Brochure or questionnaire title
• Contact email, Contact name
• Selected package IDs
• Submitted at
• Project stage, Project type, Project tags

 
Project Custom Field Changed:

• Project fields (type, stage, tags, source, and your custom fields)
• Primary contact tags, Referred by

 
Project Stage Changed:

• Next stage, Previous stage
• Project type, stage, tags, start date, due date
• Primary contact tags, Referred by

 
Task Completed:

• Task title, contacts, due date, priority, created at, completed at
• Project stage, type, tags

 
Gallery Linked and Photo booth triggers (event linked, gallery published, media received, survey received):

• Project type, tags, stage
• Album or event context where the trigger provides it

 
Invoice Paid in Full:

• Payment amount, Payment date
• Invoice total, Invoice title, Invoice packages
• Project type, tags, stage
• Contact tags, Referred by

 
First Payment Made:

• Same payment and invoice fields as above, plus Invoice template
• Project and contact fields as listed for Invoice Paid in Full

 
Refund Issued:

• Payment and invoice fields, including whether the invoice is fully or partially paid after the refund
• Project and contact fields

 
File Completed:

• File type (brochure, contract, invoice, proposal, questionnaire)
• File title, File template, Completed at
• Project type, tags, stage
• Contact tags, Contact type

 
Client Signed Contract:

• Contract title, Signed at
• Project type, tags, stage
• Contact tags, Contact type

 
Project Date and Meeting scheduled / Meeting starts / Meeting ends:

• Project type, tags, stage, and contact fields
• Start, due, and meeting times are configured on the trigger itself—not as condition rules

 

💡 Not in the builder: Contact Created and Project Created are not automation triggers. Use Contact Form Submitted, Meeting scheduled, or Project Stage Changed instead.

Trigger filters vs. step conditions
There are two places where rules can be checked in an automation:
 

1. At the trigger level: before the automation even starts running, the trigger can filter whether this event qualifies. For example, you can set a form trigger to only fire for a specific form, or an invoice trigger to only fire for selected packages. If the filter does not match, the automation never begins.
2. At the step level (condition node): a condition node inside the workflow checks something after the automation has already started. If the condition does not match, that branch of the workflow stops, but the automation already ran up to that point.

 
The difference matters when you are troubleshooting:

• If your automation never ran at all → the issue is likely a trigger filter
• If it ran but skipped a step → the issue is likely a condition node