Creating Filters

The Filters feature allows you to filter your data to provide efficiencies in your automation.

Before you begin

Ensure you have at least one active integration added to your account.

Procedure

1. From the navigation menu select Integrations > Filters.
2. On the Filters page, use the drop down feature to select:
   1. Integration: Select the integration you would like to filter information on.
   2. Endpoints: Select the available endpoint based on your integration you would like add a filter to.
   3. Fields: Select the field you would like to filter the data.
3. Once you have selected your integration, endpoint, and field, click ADD FILTER.
4. On Filter Settings window, review the instructions and enter the data values you would like to filter, click SAVE.

Results

Your Filter will be added to the integration you selected.