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Adding Filters to Your Frame.io Zaps

Logic and best practices for using filters in a Frame.io and Zapier workflow

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Written by Aaron Burns

By default, most Frame.io Zaps watch your entire workspace. A filter step scopes the automation to a specific project or folder so it only fires when the right assets and the right locations are involved.

Why use a filter

Without a filter, a Zap triggered by a file upload or Action will run for every asset across your entire workspace. For small teams with one active project this may be fine. For larger teams or accounts with high upload volumes, an unfiltered Zap will generate excessive tasks, notifications, or records and become difficult to manage.

Three ways to filter

Hardcoded static value

You type a fixed value directly into the filter field. If the value ever changes in Frame.io, the filter breaks silently.

Name-based value

You type a name. Readable but if the object is renamed in Frame.io, the filter immediately stops matching. Exact match is also case sensitive, so "For Review" and "for_review" are treated as different values.

ID-based value

You paste a project ID or folder ID from the Frame.io URL. IDs never change even if the project or folder is renamed. This is the most reliable approach and the one we recommend when appropriate. The only tradeoff is that an ID is not human-readable, so adding a note in your Zap description helps your team know what it refers to.

Filter types

Text filters

Use these for any field that contains text including file names, project names, folder names, metadata values, uploader names, and more. All text filters are case-insensitive.

Condition

How it works

Contains

Field includes the value anywhere

Does not contain

Field does not include the value

Exactly matches

Field equals the value exactly

Does not exactly match

Field does not equal the value

Is in

Field matches one of multiple comma-separated values

Is not in

Field does not match any value in a comma-separated list

Starts with

Field begins with the value

Does not start with

Field does not begin with the value

Ends with

Field ends with the value

Does not end with

Field does not end with the value

Number filters

Use these for numeric fields like file size or count values.

Condition

How it works

Greater than

Field is larger than the value

Less than

Field is smaller than the value

Boolean filters

Use these for true/false fields.

Condition

How it works

Is true

Field value is true

Is false

Field value is false

Generic filters

Use these for any field type when you want to check whether a value exists at all.

Condition

How it works

Exists

Field contains any value

Does not exist

Field is empty

Combining multiple rules

When you add more than one rule to a filter, you must choose how they relate:

AND logic: all rules must be true for the Zap to continue. Use this to narrow results.

Example: project name contains “campaign” AND file type is video

OR logic: at least one rule must be true for the Zap to continue. Use this to broaden results.

Example: uploader is “Jane” OR uploader is “John”

Common Frame.io filter patterns

What you want to filter

Field

Condition

Value

Specific project

Project Id

Exactly matches

your project ID

Specific folder

Parent Id

Exactly matches

your folder ID

Files only (not folders)

Resource Type

Exactly matches

file

Approved assets only

New Value

Exactly matches

Approved (text filter)

Video files only

Media Type

Contains

video

Specific uploader

Creator Name

Exactly matches

uploader name

File name pattern

Name

Contains

your search term

Find your project or folder ID in Frame.io

Frame.io project and folder IDs live in the browser URL bar.

Project ID:

  1. Open your project in Frame.io

  2. Copy the string of characters after /project/ in the URL

Folder ID:

  1. Open your project in Frame.io

  2. Navigate into the folder you want to scope the Zap to

  3. Copy the string of characters that appears after the project ID in the URL

Add a folder or project filter step in Zapier

  1. Open your Zap in Zapier

  2. Click the + button to add a step after the trigger

  3. Search for and select Filter by Zapier

  4. Set the filter condition:

    1. Field: select Project Id or Folder Id (also referred to as Parent Id) from the available fields

    2. Condition: select exactly matches

    3. Value: paste your project ID or folder ID

  5. Click Save

The filter will now check every trigger event against the ID you entered. If the asset does not belong to that project or folder, the Zap stops and no further steps run.

Remove or skip the filter

To remove the filter entirely, click the filter step in Zapier and select Delete. The Zap will then fire for all assets across your entire workspace.

Troubleshooting

Filter step is stopping the Zap unexpectedly

Confirm the project or folder ID is copied exactly from the URL with no extra spaces or characters. IDs are case sensitive.

The field I want to filter on is not available

Fields only appear as options after the trigger or Show File step has received a payload. Fire a test trigger first, then return to configure the filter. If the field still does not appear, confirm it is included in the data returned by the previous step.

The filter works but fires for the wrong assets

Confirm you are using the correct ID. A project ID scopes to the whole project. A folder ID scopes to one specific folder. Navigate to the correct level in Frame.io and copy the ID from the URL again.

I cannot find the Project Id or Folder Id field in the filter

These fields are only available after the trigger or Show File step has received a payload. Fire a test trigger first, then return to configure the filter.

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