SAC 360º Automation - Lead Tag Verification with 'Invert Condition'

How to check whether the lead does not have a specific tag with the "Invert Condition" option; this approach can also be applied to CRM automations, Automation Flow conditions, and Chatbot.

Creating 360° customer service automation

The main objective is to run only for leads that do not have the tag '💱 Active Customer', that is, for customers who are not yet active.

To illustrate how to perform this check, an automation was created with the following structure:

• Trigger: "The lead sends a message containing 'coupon'";

• Condition: "Does the lead have a tag? Yes, but including '💱 Active Customer'" with the "Invert Condition" option enabled;

• Action: "Change automation flows", or any other desired action.

By inverting the condition, we can read it as follows, negating its logical value (true or false): "[It is not the case that] Does the lead have a tag? Yes, but including '💱 Active Customer'"; therefore, it is the case that the lead cannot have this specific tag to pass the condition.