What are filters and why would they be used?
Filters are like rules that help a workflow decide which pieces of information to pay attention to. They pick out only the data that meets certain conditions, so the workflow doesn't have to deal with everything, just the important stuff. Filters are especially helpful in controlling the amount of data that is being brought over through our integrations.
What are operators and how do I chose the right one?
Operators are tools that help you compare a piece of information to a specific rule. They check how the information matches up with the rule you set. Choosing the right one can be tricky, so we have created a guide below for you below to help you determine which is best.
Filter Examples
Here are examples of each operator offered by API Nation, along with a description and an example:
This operator checks if the value on the left is equal to the value on the right, ignoring capitalization.
Example: `First Name equals Mike` (This filter selects records where the first name is "Mike", regardless of capitalization.)
This operator checks if the value on the left is not empty. This filter is especially useful when syncing contacts to email-based applications such as Constant Contact or Mailchimp, where an email is required in order to create a contact.
Example: `Email is not empty` (This filter selects records where the email field is not empty.)
This operator checks if the value on the left is empty. This may be useful when targeting contacts missing information that you want to reach out to in order to update their contact card.
Example: `Date of Birth is empty` (This filter selects records where the date of birth field is empty.)
This operator checks if the value on the left is not equal to the value on the right. Users find this filter useful when trying to exclude specific statuses, such as listings that have been closed.
Example: `Status is not Closed` (This filter selects records where the status is not "Closed")
This operator checks if the value on the left is greater than the value on the right. Users typically find this filter helpful when looking for listings that are higher than a set price.
Example: `List Price is more than 100000` (This filter selects records where the list price is greater than $100,000)
This operator checks if the value on the left is less than the value on the right.
Example: `List Price is less than 500000` (This filter selects records where the list price is less than $500,000)
This operator checks if the value on the left contains the value on the right, ignoring capitalization. Some users find this filter useful when tagging specific contacts they wish to have moved over, rather than allowing all contacts to sync.
Example: `Tags contains iCloud` (This filter selects records where the tags contains "iCloud", regardless of capitalization)
This operator checks if the value on the left does not contain the value on the right, ignoring capitalization.
Example: `Email does not contain @booking.com` (This filter selects records where the email does not contain "@booking.com", regardless of capitalization)
Is Not One Of (Comma Separated)
This operator checks if the value on the left is not one of the comma-separated values on the right, ignoring capitalization.
Example: `Status is not one of (comma separated) Expired, Dead Lead` (This filter selects records where the status is neither "Expired" nor "Dead Lead", regardless of capitalization)
This operator checks if the date on the left is on or after the specified date on the right.
Example: `Start Date on or after date 01/01/2024` (This filter selects records where the start date is on or after January 1, 2024.)
This operator checks if the date on the left is on or before the specified date on the right.
Example: `End Date on or before date 12/31/2023` (This filter selects records where the end date is on or before December 31, 2023.)
