Documentation
Rules and ActionsNEW

Conditions

The checks applied before a rule runs after its event matches—active rule, time window, and payload filter.

Before a rule’s action runs for a matched event, the engine applies these conditions in order:

Is Rule Active

The rule must be Active on the Metadata step; otherwise it is skipped for live events.

Create Rule wizard Metadata step: name, tags, description, active days, active start and end times, and Active toggle turned on

Is Event Within the Time Frame

The event must occur on an active day and within the active start / end time you set on Metadata (server time; if end is before start, the window is treated as overnight).

Create Rule wizard Metadata step highlighting Active days multi-select and Active start and Active end time fields

Does the Filter Match the Event Payload

The conditions filter on the Triggers step must match the event JSON payload (field, operator, and value rows); with no filter rows configured, this check passes for the payload.

Create Rule wizard Triggers step: Event Category and Event Type, Conditions Filter with an active filter tag and Field, Operator, Value row plus Add Filter

Important

Ensure you click Apply Filter so your filter rows take effect before you leave the Triggers step.

Important

Fields in the filter will not appear until Event category is selected.

Events

What automation rule events are, how category and type work, and how to select an event in the rule wizard.

Actions

Automation rule action types (Email, Webhook, Workflow), choosing an action in the wizard, configuration, and payload templating.

On this page

Is Rule ActiveIs Event Within the Time FrameDoes the Filter Match the Event Payload