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Adding a Zapier Filter Step

1. After setting up a Zap like the one described in Setting up Your Zapier/Agile Integration article, add a Filter step by clicking the Plus sign between the first and second steps of the Zap on the left-hand side and click the “Filter” option that appears:

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2. Select Only continue if..., then continue.

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3. Select the appropriate Marketing opt-in value in the left dropdown (either “Receive Regional Marketing Emails” or “Receive Corp Marketing Emails” ), and “(Boolean) Is true” in the right dropdown.

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4. If you wish to check against their opt-in values at both the Regional and corp level, click the “+ AND” button and repeat step 3 with the new dropdowns, this time using the other Marketing opt-in value 

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