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The Brain Behind the Action

You’ve learned the Trigger-Condition-Action model for automation, and you’ve learned the grammar of UQL. This article explains how the two are fundamentally connected: UQL is the engine that powers the Condition block. This integration is what transforms your automations from simple, static rules (“always send an email”) into intelligent, data-driven workflows that can adapt to changing information (“only send an email if the deal is high-value”).

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UQL in the ‘Condition’ Block

This is the primary way UQL and Automation work together.
  • How it Works: When a Trigger fires, the automation rule uses a UQL query in the Condition block to evaluate the triggering 🧊 Object. If the UQL query returns ‘true’ for that Object, the Actions proceed. If not, the rule stops.
  • Simple Example: For a rule triggered by a Deal update, the condition deal_value > 100000 AND status = 'PROPOSAL_SENT' ensures the automation only runs for high-value, active deals.
  • Advanced Example: For a rule on a Project Object, the condition client.priority_support = true uses dot notation to check a field on a related Client Object, creating a context-aware automation.
For a complete, step-by-step guide on all the operators and syntax for writing these conditions, please see our definitive guide:
→ Deep Dive: Building Conditions with UQL

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UQL in the ‘Action’ Block (Advanced)

Beyond the Condition block, UQL also plays a critical role in some Action steps. When an action needs to find or update other 🧊 Objects, you can use UQL to specify exactly which Objects to act upon.
  • Use Case:
    • Trigger: A Project Object is moved to the ARCHIVED status.
    • Action: Select the “Update other Objects” action.
    • UQL in Action: Use the query parent_project = {{object.key}} AND status != 'DONE' to find all Sub-Tasks that are related to the archived project and are not yet done. You can then add a subsequent action step to update the status of all these found tasks to CANCELLED.
[Image Placeholder: A screenshot of an automation’s ‘Action’ configuration block. It should show a UQL input field where the user is defining which related objects to find and update.]

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What’s Next?

You’ve seen how UQL provides the logic for both the “Condition” and “Action” parts of an automation. Now, you’re ready to explore the most complex querying patterns.