Workflow Steps
Branch
A Branch step evaluates a condition and sends the run down one of two paths — “if true” or “if false.”
You build the condition using the same filter builder used in reports and groups.
Example uses:
After a delay, check if a member’s membership is still inactive. If inactive, send a follow-up message. If active again, end the run.
Check if a member has an email address on file. If yes, send an email. If no, send an SMS.
In an Invoice workflow, check the run’s invoice amount before choosing the next action.
Either path can have more steps, including more branches. You can build fairly complex decision trees this way.
Branching on data from other records:
A branch filters against the run’s current record. It does not switch its target to a Read
step’s output. Use relationships available in that record’s filter builder for related-record
conditions. Read outputs can supply later action parameters, but do not become a separate Branch
target.
A Branch step only affects the path taken at that point in the run — it doesn’t stop the run early on its own. If you need a condition that can cancel the whole run at any point, see exit conditions instead.

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