Paths

The Paths tool allows you to split your workflow into different paths based on specific conditions or criteria. It lets you handle different scenarios within an automated process, allowing for more complex and dynamic workflows.

Overview

The Paths tool can only be added once in a workflow but you can add multiple rules (paths also known as path rules) within a Path. Each path will process an automation based on the specified conditions saved in the Rule fields and will be outlined with a gray border.

All steps added within a path will be included in the gray border to visually demonstrate where the path begins and ends in a workflow.

Here is a quick demonstration:

Here is a scenario where it would be helpful to use the Paths tool.

  1. Trigger: An event starts or triggers your workflow. For example, a customer places an order on your Shopify store.

  2. Condition or Decision Point: At some point in the workflow, a condition is evaluated. This could be something like "Is the order's total value greater than $100?".

  3. Paths: Based on the outcome of the condition, the workflow splits into different paths:

    • Path 1 Rule: If the condition is true (e.g., the order's total value is greater than $100), the workflow follows this path.

    • Path 2 Rule: If the condition is false (e.g., the order's total value is $100 or less), the workflow follows a different path.

    • Multiple Paths that evaluate to true: If multiple Path conditions are true, the workflow follows each path.

  4. Actions within paths: Each path can have its own set of actions, such as sending a specific email, sending a Slack message, notifying a team member, etc.

Loops with Paths

The Loops tool can also be added within a Path for additional flexibility. For instance, you can "loop" over all line items in a Shopify order and provide conditional Path actions per line item.

Helpful Tips

  • We recommend re-labeling your paths (Path Rules) so that you can easily identify what each will do when your workflow runs. Click the 3 dotted vertical icon > Settings to update the path rule's name.

  • We recommend adding the same set of steps to all paths if you need similar functionality in all paths since you won't be able to combine multiple paths back together.

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