Advanced conditions and branching
Last updated July 16, 2026
A basic automation runs in a straight line from trigger to action. Advanced conditions and branching, available on Apex, let an automation make a decision along the way instead.
A condition checks something before deciding what to do next. For example, only send a follow up email if the invoice amount is above a certain value, or only add a tag if the contact does not already have one.
Branching takes this further by letting an automation split into two or more paths depending on the condition. For example, if an invoice is overdue by more than 14 days, send one type of reminder. If it is overdue by less than that, send a gentler one.
These tools are useful once your automations start needing to handle more than one situation at a time. If you are still building your first few automations, it is usually worth getting comfortable with simple triggers and actions before reaching for conditions and branching.