Copy or Delete Triggers in Workflows

Streamline Your Workflow Creation

Efficiently manage your automation triggers with the ability to copy or delete them directly from your workflow canvas. These enhancements simplify the process of building and refining your CRM workflows, saving you time and reducing manual effort.

Benefits of Copying and Deleting Triggers

Leverage these features to enhance your workflow management:

• Rapid Replication: Duplicate any trigger with a single action, preserving all its settings.
• Clear Identification: Copied triggers are automatically named “Copy of [Original Trigger Name]” for easy recognition.
• Quick Customization: Modify filters or conditions on duplicated triggers without starting from scratch.
• Instant Removal: Delete triggers directly without opening them, keeping your canvas tidy.
• Error Reduction: Minimize mistakes by reusing proven trigger configurations.

How to Copy a Trigger

Copying triggers is ideal when you need similar automation logic in multiple places.

1. Locate the trigger card you wish to duplicate.
2. Click the three-dot menu icon on the card.
3. Select Copy from the dropdown options.
4. A new trigger labeled “Copy of [Original Trigger Name]” will appear.
5. Adjust any filters or conditions as necessary.
6. Click Save to confirm.

Tip: You can copy the same trigger multiple times and tailor each for different scenarios.

How to Delete a Trigger

Remove triggers swiftly to declutter your workflow or eliminate test versions.

1. Find the trigger card you want to remove.
2. Click the three-dot menu icon on the card.
3. Choose Delete from the menu.
4. Confirm the deletion when prompted.
5. The trigger will be immediately removed from the workflow.

Important: Deletion is permanent and cannot be undone. Verify your selection before confirming.

Frequently Asked Questions

Does the copied trigger retain all settings from the original?

Yes, the duplicate includes all filters, conditions, and configurations.

Can I rename a copied trigger?

Absolutely. Open the copied trigger and edit the name field to your preference.

Will deleting a trigger affect past automation runs?

No. Deletion only removes the trigger from the current workflow and does not impact historical data.

Is there an undo option for deletions?

Currently, no. Always review before confirming deletion.

Where can I use the copy feature?

It is available for any trigger within workflows that support trigger cards.