Workflow Conditions

Workflow conditions allow you to control when a workflow should run.

After a trigger occurs, Master Inbox checks all configured conditions. The workflow only executes if the conditions match.

Conditions help you build more precise automations and prevent workflows from running on every conversation.

How Conditions Work

Workflows follow this process:

Trigger → Conditions → Actions

Example:

Trigger → Incoming Message
Condition → Label = Interested
Action → Send Slack Notification

In this example, the workflow only sends a Slack notification if the incoming message belongs to a conversation with the label "Interested."

Without the condition, every incoming message would trigger the notification.

Condition Types

Master Inbox supports the following condition types.

Date

Filter conversations based on dates.

Common Use Cases

• Run automations for recent leads

• Filter conversations created during specific periods

• Trigger time-sensitive workflows

Day

Use the Day condition to choose which days of the week a workflow is allowed to run. Select one or more weekdays. The condition repeats every week, so you do not need to enter a new date range for each weekend or weekday.

Supported triggers: Incoming Message and Add Label.

The day is evaluated using your workspace timezone, rather than the server timezone.

How to Configure the Day Condition

1. Create or edit a workflow with the Incoming Message or Add Label trigger.

2. Under Conditions, add Day.

3. Select the day or days when the workflow should run, such as Saturday and Sunday.

4. Choose an action and save the workflow.

Example: Trigger: Incoming Message. Conditions: Day = Saturday or Sunday and Label = Interested. Action: Add Label → Sequence | Inbound. This can be used to route weekend replies into an inbound sequence.

Phone Number

Use the Phone Number condition to check whether a prospect already has a phone number saved.

Operators

• is empty: The prospect does not have a phone number.

• is not empty: The prospect already has a phone number.

Common Use Cases

• Run phone enrichment only for prospects whose phone number is missing.

• Notify your team immediately when an interested prospect already has a phone number.

• After enrichment finishes, send different notifications depending on whether a phone number was found.

Example: Trigger: Add Label (Interested). Condition: Phone Number is empty. Action: Enrich Prospect → Waterfall. A separate workflow can handle interested prospects whose phone number is not empty.

The Phone Number condition is also available as a main inbox filter.

Reply Since

Filter based on how recently a prospect replied.

Common Use Cases

• Follow-up automations

• Lead engagement workflows

• Active conversation tracking

Reminder

Filter based on reminder activity.

Common Use Cases

• Reminder-based workflows

• Follow-up management

• Task automation

Name

Filter using the prospect's name.

Common Use Cases

• Target specific contacts

• Internal testing

• Contact-specific automations

Email

Filter using the prospect's email address.

Common Use Cases

• Account-specific workflows

• Customer workflows

• VIP contact routing

Domain

Filter using email domains.

Common Use Cases

• Company-based routing

• Enterprise lead qualification

• Customer segmentation

Example

Domain contains:

company.com

Campaign Name

Filter conversations associated with specific campaigns.

Common Use Cases

• Campaign reporting

• Campaign-specific automations

• Outbound workflow control

Subject

Filter conversations based on email subject lines.

Common Use Cases

• Support ticket routing

• Meeting request identification

• Automated categorization

Keywords

Filter conversations using message content.

Common Use Cases

• Intent detection

• Lead qualification

Example

Keywords:

pricing

demo

proposal

Channel

Filter by connected channels.

Channels represent connected communication accounts inside your workspace.

Examples include:

• Email accounts

• LinkedIn accounts

• Other connected channels

Common Use Cases

• Team-specific automations

• Channel-based routing

• Inbox segmentation

Labels

Filter using conversation labels.

Labels are one of the most commonly used workflow conditions.

Common Use Cases

• Lead qualification

• Pipeline management

• Internal routing

• CRM synchronization

Example:

Label = Interested

Lists

Filter using conversation lists.

Common Use Cases

• Lead-stage routing

• Team assignment workflows

Label Sentiment

Filter conversations based on sentiment labels.

Common Use Cases

• Positive lead routing

• Intent detection

• Escalation workflows

Read Status

Filter based on whether conversations have been read.

Common Use Cases

• Unread message management

• Team notifications

• Inbox organization

Replies in Sequencer

Filter based on sequencer activity.

Common Use Cases

• Outreach automation

• Sequence management

• Campaign control

Source From

Filter conversations based on their source.

Examples may include:

• HeyReach

• Instantly

• Smartlead

• Manual conversations

• Other connected sources

Common Use Cases

• Source-specific routing

• Campaign automation

• Reporting workflows

Folder

Filter using conversation folders.

Examples:

• Inbox

• Archive

• Marketing

• Spam

• Trash

Common Use Cases

• Folder management

• Workflow organization

• Internal routing

Ongoing Conversation

Filter based on whether a conversation is active.

Common Use Cases

• Follow-up workflows

• Active lead management

• Engagement tracking

Last Message From

Filter based on who sent the most recent message.

Common Use Cases

• Prospect engagement workflows

• Follow-up automation

• Ownership management

Sent From

Filter based on the sending account.

Common Use Cases

• Multi-inbox workflows

• Team routing

• Account-specific automations

Custom Fields

Filter using custom prospect data.

Common Use Cases

• Advanced segmentation

• CRM-based workflows

• Custom qualification logic

Message Count

Filter based on the number count of messages within a conversation.

Common Use Cases

• Engagement scoring

• Qualification workflows

• Conversation maturity tracking

Example

Message Count > 5

Identify highly engaged prospects.