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Filters Reference

Filters are conditions that must be true for a workflow to proceed. Add them after creating the workflow by clicking the blue plus sign or dragging a filter from the step list on the right.

Filters

These filters work with most triggers unless noted otherwise.

Filter Required trigger How it works
Accessorial   Specific accessorial charges on the shipment.
Alert   Whether a specific alert is or isn't currently present on the shipment.
Buy Rate   The carrier buy rate on the shipment.
Customer   A specific customer tied to the shipment.
Destination   The delivery destination.
Margin Percentage   The shipment's gross margin percentage.
Organization   The organization the shipment belongs to.
Origin   The pickup origin location.
Sell Rate   The customer sell rate on the shipment.
Shipment Status   The current status of the shipment.
Shipment Type   The mode of shipment (e.g. Truckload, LTL, Drayage).
Original Status Shipment Status Updated Fires only when the shipment changes from a specific status. Pair with the Shipment Status filter to also specify the new target status.
Original Alert Alert Added / Resolved Fires only when a specific alert is newly added. Use "Does not contain" in this filter and "Contains" in the Alert filter to trigger the workflow the moment a particular alert appears on a shipment.
Attachment Type Attachment Added Limits the workflow to a specific type of shipment attachment.
Pickup / Delivery Date   Filters by date types including Appointment, Actual, Estimated, and Proof of Delivery dates. Four modes:

Today — matches any shipment where the selected date type is today. Optionally restrict further by time of day using a Custom Time Range.

Before / After — uses an Offset (hours before or after) and an optional Tolerance (±30 min to 4 hours) to define a matching window.

Not Entered — passes as true when the selected date type has no value on the shipment. Use this to catch shipments where a required date has not been filled in.
Shipment Reference Number   Matches by reference number type. Supports equals, starts with, contains, does not contain, and Not Entered. Selecting "Not Entered" passes as true when the chosen reference number type has no value on the shipment — useful for catching missing required reference numbers. Date-based reference types (Quote Due Date, Last Free Day, Earliest Return) use date filter logic instead.
LSP Staff   Filters by Carrier Rep, Sales Rep, Created By, or Assignee. Supports "Contains" and "Does not contain." Multiple staff members can be selected within a single filter.
Pickup Audit Missing Shipment Status Updated Fires when all required pickup audit questions for a shipment remain unanswered. Use this to notify staff when a pickup audit is incomplete.
Delivery Audit Missing Shipment Status Updated Fires when all required delivery audit questions for a shipment remain unanswered.
Open Credit Limit   Triggers when a customer's open credit reaches a set percentage or dollar amount. Filter types: equals, between, greater than or equal, less than or equal.
Transit Status   Filters by the shipment's transit status, which is distinct from the overall shipment status.
Equipment Type   Matches a specific trailer (equipment) type. Optionally filter by trailer length for more precise matching. Leave the length blank to match on equipment type alone.
Carrier Label   Fires when a shipment does or doesn't carry specific carrier labels. Supports multi-select with a search bar for quick lookup.
Current Temperature Update Shipment Two modes:

Outside Min and Max — fires when the shipment's current temperature falls outside a defined minimum/maximum range.

Compared to Desired Temperature — fires when the current temperature deviates from the desired temperature by more than a set amount (above or below).

Requires Current Temperature and Desired Temperature reference numbers on the shipment.
Compare Shipment Data   Compares two field values on the same shipment. Select a primary field, a comparison operator, and a secondary field — the filter passes when the comparison evaluates to true. Supported fields: Pickup Date, Delivery Date, Buy Rate, Sell Rate, and Shipment Reference Number. Date fields support date-type subtypes (e.g. Appointment Start, Actual Arrival). When both values are absent the filter treats them as equal.
Shipment Source   Filters by how the shipment entered the system. Available sources: Back Office, Front Office, Public API, Email Automation, Document Processor, and Import. Supports "Contains" and "Does not contain." Use this to scope automations to shipments that arrived through a specific channel.
Resolved Alert   Fires when a shipment does or doesn't have a specific alert that has been marked resolved. Supports "Contains" and "Does not contain." When using "Contains," an optional date comparison can be added to further restrict by when the alert was resolved (on or after / on or before), with relative date options ranging from Yesterday to 30 days out.

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