Status Gate

Status Gate

Stop a record from reaching a status or select value until your conditions are met. A pure, no-code guardrail that reverts blocked changes and explains exactly what is required.

Coming Soondata-enrichment
Overview

Status Gate enforces process discipline in your CRM. It stops a record from entering a status or select value until the conditions you define are met. For example, a deal cannot move to Won until Deal value is filled in and over a threshold you choose. If someone moves it anyway, Status Gate reverts the change within a second or two and posts a comment on the record explaining exactly what is required. It is a pure guardrail. There is no third-party service to connect and nothing leaves your workspace. You map a rule to a status or select attribute, add the conditions that must hold, and the gate does the rest. Built by Dialed Technologies. There are two ways to use it. The settings panel gives admins a no-code rule editor with dropdowns for every field, so a rule takes a minute to build and just works. For power users, two workflow blocks — a status-changed trigger and a revert-attribute step — let you compose gating with native workflow conditions and notifications.

Features

Automatic Enforcement

Status Gate watches changes to the status or select attribute you choose. When a record enters a gated value with your conditions unmet, the app reverts the attribute to its previous value — or to a fallback you pick when there is no prior value — and posts a comment naming the requirement.

Flexible Conditions

Require a field to be filled or empty, to equal or not equal a value, to contain or not contain text, to be greater or less than a number (with or without equals), or to be checked or unchecked. Combine several conditions on one rule with all (AND) or any (OR) logic, and add as many rules as you need across any objects.

No-Code Editor & Workflow Blocks

The settings panel gives admins a no-code rule editor with dropdowns for every field, so a rule takes a minute to build. For power users, two workflow blocks — a status-changed trigger and a revert-attribute step — let you compose gating with native workflow conditions and notifications.

Audit Trail

A recent blocks log in settings shows every transition the gate reverted and whether a comment was posted, and a Check gate status action lets anyone test a record against its rules on demand.

How to Use

Gate a Status or Select

automation

Watches changes to the status or select attribute you choose and reverts a record that enters a gated value with conditions unmet — within a second or two.

Check Gate Status

record action

Test any record against its rules on demand to see whether it passes or what is still required.

Workflow Blocks

automation

Two workflow blocks — a status-changed trigger and a revert-attribute step — let power users compose gating with native workflow conditions and notifications.

Perfect Use Cases

Pipeline Discipline

Stop deals from reaching Won until required fields like Deal value, close date, or contract link are filled in and meet your thresholds.

Data Quality Gates

Require records to be complete before they advance through any status or select stage, so your reporting stays clean without manual policing.

Process Compliance

Enforce your team's playbook directly in the CRM — every blocked change is reverted automatically with a comment explaining exactly what is required.

Getting Started

What You Need

  • Attio account (admin access)

Step 1: Install & Grant Scopes

  • Install Status Gate from your Attio workspace settings.
  • Grant the requested scopes: object configuration read, record read/write, webhooks read/write, comments read/write, and workspace member read. The settings panel shows a banner if any scope is missing.

Step 2: Add a Rule

  • Open the app settings and choose Add rule. Name it, then pick the object, the status or select attribute to gate, and the value to guard.
  • Add one or more conditions on other fields, choose all (AND) or any (OR) logic, and set a fallback value for when there is no previous value to restore.
  • Optionally pick a member to author comments for automation-driven changes, and toggle whether the rule comments at all.

Step 3: Save & Verify

  • Save — the gate is active immediately.
  • Use the Check gate status action on any record to test it, and watch the recent blocks log to confirm enforcement.
Support

Getting Help

Contact our team at contact@dialed.tech for setup assistance.

Common Issues

If enforcement is not firing, check the settings banner for any missing scope and confirm the rule targets the correct object, attribute, and guarded value. The recent blocks log shows every reverted transition and whether a comment was posted.

Performance

A pure guardrail with no third-party service to connect — blocked changes revert within a second or two.

Ready to get started with Status Gate?

Install Status Gate and connect it to your Attio workspace.