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Filter

Keep only records that match your conditions.

Filter · Flow

Keeps only the records that match your conditions and drops the rest, so downstream steps act on a clean set.

When to use it

Use it to narrow a workflow — keep companies above a size, people with a validated email, or accounts that scored well.

What it does

Filter checks each record against your conditions. Records that match continue; records that don't are dropped and go no further.

Configure it

  • Conditions — the rules a record must meet. Combine several with "and" (all must be true) or "or" (any is enough). See Build conditions.

Cost

No credit cost. See Credits in workflows.

Gotchas

  • Dropped records show as "Dropped" in Activity — that's expected, not a failure.

  • Check the "and" / "or" setting. "And" requires every condition; "or" needs just one. The wrong one is the most common reason a filter keeps too many or too few records.

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