Add a path to an automation flow

Dina Bennett
Dina Bennett
  • Updated

Paths let you create conditional branches inside a flow. Each path runs different actions based on one or more rules you define, so a single flow can handle multiple outcomes. You can build variations into one flow instead of having several similar flows. Use paths to:

  • Send files to different folders based on project name
  • Notify specific teams depending on a proof’s status
  • Start different integrations depending on file type or metadata

Available on: Pro Enterprise

 

Paths  are decision points in your flow. When a flow reaches a path, it evaluates the conditions you set:

  • If the conditions for path A are met, it runs the actions assigned to path A.
  • If they aren’t, it checks the next path, and so on.
  • Multiple paths can exist in the same flow.
  • Rules can use built-in tokens such as proof name, version number, status, tags, or custom metadata.

Tip: Set a default path that runs if none of the other conditions are met.

 

To add a path to a flow:

  1. In the Connect tab, select Create a new flow, select and configure an event trigger, and select Next.
  2. Under Choose a Zibot, select create a path.
  3. Enter a path name. By default it is "Path A", "Path B", and so on.
  4. Configure rules for the path:
    Select conditions from the available tokens and operators.
    You can add multiple rules to one path.
    Combine rules with AND/OR logic as needed.

    create-a-path-page.png

     
  5. Select Next. The Flow pane creates a + within the path. 

    add-action-to-path.png
  6. Select the + to add actions to your conditional path. When a path’s conditions are met, your flow executes the actions you’ve added after it.
  7. Select the + outside the path to add another path if desired, and additional actions.
  8. Review the diagram in the Flow pane to confirm the path structure.

    path-flow-pane.png
  9. In the Summary, select Save and Turn on.

Tips for using paths effectively

  • Group related rules in the same path to keep flows manageable.
  • Use tokens wherever possible so the path adapts to different proofs or projects.
  • Always include a default path to handle unexpected data.
  • Keep path names descriptive so your team can understand them at a glance.

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