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Adding a Filter to Your Zap

How to filter through data by creating an if...then statement

Updated over a week ago

How to add a Filter to Your Zap

  • To access the filter option, click on Make a Zap and you will be directed to another view where you can also build your Zap.

  • Once connected to your GetAccept account, you've chosen for instance in my example: Event New document. Click on the + symbol below and choose filter.

  • Here you can create a customized filter of what you want to happen for certain types of events.

  • You can choose different filters based on the Document that is being sent or the Recipient that is receiving the document.

  • To do this, you can choose for example: Only continue if... Document Sender Name - Text Contains - Documen Recipients First name.

  • Click Continue to add the action application.

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