Workflow logic controls how workflows make decisions.

While triggers determine when a workflow starts and actions define what the workflow does, logic determines which actions should run based on the data available.

Dalil workflows include several logic components that allow users to build intelligent automation flows:

• Filters

• If / Else conditions

• Iterators

• Delay steps

These elements make it possible to create workflows that adapt dynamically to CRM data, pipeline activity, and customer behavior.

Filters

Filters allow workflows to limit which records continue through the automation.

When a workflow is triggered, the filter evaluates the record data and decides whether the workflow should continue running.

If the filter conditions are not met, the workflow stops.

Filters are useful when workflows should only apply to specific types of records or industries.

Example

Trigger
Record updated

Filter condition
Industry = SaaS

Automation
Add the contact to a SaaS onboarding sequence

In this example, the workflow only continues if the updated record belongs to a SaaS company.

Filters help keep workflows targeted and prevent unnecessary automation from running.

If / Else Conditions

The If / Else block allows workflows to branch into different paths depending on record data.

This creates conditional automation where different actions occur depending on specific values.

Example

Trigger
Opportunity stage updated

Condition
Stage = Closed Won

If condition is true
Send onboarding email to the customer

Else
Send follow-up message to continue the sales process

This type of branching allows workflows to respond differently based on the stage of the deal or the state of the record.

If / Else conditions are commonly used for:

• Deal stage automation

• Lead qualification workflows

• Customer lifecycle management

Iterators

Iterators allow workflows to loop through lists of records and apply actions to each item individually.

This is useful when workflows need to process multiple records returned by a search or query.

Example

Search records → Iterator → Send email

Workflow logic

1. Search for contacts matching specific criteria

2. Iterate through each record

3. Send an email to every contact in the list

Iterators make it possible to build workflows that perform bulk operations while still handling each record separately.

Delay

The Delay step allows workflows to pause execution for a specific period of time before continuing.

This is useful for follow-ups, reminders, and multi-step outreach flows.

Example

Send email
Delay 2 days
Send follow-up email

In this workflow, the system waits two days before sending the second message.

Delays are commonly used in:

• Sales follow-up sequences

• Customer onboarding processes

• Reminder workflows

Combining Workflow logic

Workflow logic components can be combined to create advanced automation flows.

Example

Trigger
Opportunity stage updated

Filter
Deal value greater than $10,000

If / Else
If stage = Closed Won

Actions
Send Slack message to sales manager
Create task for account manager

Else branch
Send follow-up message

This structure ensures that workflows only run when relevant conditions are met and perform the correct actions depending on the situation.

Key outcome

Workflow logic allows Dalil automations to respond intelligently to CRM data.

By using filters, conditional branching, iterators, and delays, teams can build workflows that adapt to real sales activity and automate complex processes without manual intervention.