SAC 360º Service Automation - Lead Tag Check with 'Invert Condition'

How to check if 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 conditions.

Creating the 360º 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'"; so, it is required that the lead must not have that specific tag to pass the condition.