How do conditional filters work?

Conditional filters let you create refined rules inside your automations. In practice, they allow you to transfer highly segmented data between two or more apps, helping with financial management, customer and lead qualification, ads, orders, and more.

With this feature, you’re not just connecting apps. You’re defining E AND OR criteria so your automation only runs when it truly makes sense for your workflow.

In plain terms:

AND logic AND logic

All conditions must be true for the automation to run.

OR logic OR logic

Only one condition needs to be true for the automation to run.

The best part: you can combine multiple filter groups, mixing AND and OR, to build deeply customized scenarios.

Each automation runs only when it matches exactly what you need. No wasted flows. No unnecessary actions.

Use cases for Pluga Conditional Filters

Now that the concept is clear, where do these filters shine in real life? 🤔

Three common high-impact scenarios:

Ícone CRM

Better-qualified CRM data

Ícone Anúncios

More focused ad audiences

Ícone Financeiro

Smarter financial organization

Let’s see how that looks in practice.

Always-qualified CRM

If your ad campaigns generate tons of leads but only some truly fit your ideal customer profile, filters can qualify them automatically.

🔍 Practical example:

Lead from a specific niche
AND
Company has more than 10 employees
conditional filters CRM

Only then does the lead enter your CRM funnel. Result: your sales team works only with contacts that actually matter.

Hyper-segmented ad campaigns

Imagine running campaigns targeted only at customers who buy certain products or spend above a specific amount.

By adding Pluga Conditional Filters to an automation with Facebook Custom Audiences, you can build this hyper-personalization automatically.

🎯 Practical example:

Create custom audiences for high-value or preference-based customers:

Purchase between $ 500 e $ 1000
OR
Bought products A, B, or C
Configurando filtros condicionais para Facebook Ads

Only high-potential customers enter your Custom Audience, no manual data review required.

More organized finance operations

Does your finance team receive dozens of emails per day and need to separate invoices and payment requests from everything else?

Conditional filters make this easy:

💸 Practical example:

Automatically filter important finance emails:

Sender contains: “finance”
AND
Subject contains:
“invoice” OR “billing”
Configurando filtros condicionais para financeiro

That way, billing messages don’t get buried in your inbox, they go straight to your management system or spreadsheet.

In this setup, the system can also send a Slack notification to the finance team, so critical information never gets lost in the inbox.

Ready to automate your way?

With Pluga Conditional Filters, you have full control over when and how your automations run 😍

Log in login or create your free Pluga account and start automating with smarter, sharper segmentation.