Speed Up Workflow Building with Copy & Delete Trigger Enhancements

Automation just got faster. The new Copy and Delete Trigger updates let you duplicate triggers in seconds and remove them with a single click—making workflow setup smoother than ever.

What is the Copy and Delete Trigger Feature?

Managing triggers used to be time-consuming. If you needed a similar trigger, you had to recreate it from scratch. If you wanted to remove one, you had to open it first before deleting.

Now, you can:

• Duplicate a trigger instantly with all its logic intact.

• Delete a trigger directly from the workflow canvas using a simple dropdown menu.

This means less clicking, less repetition, and more time focused on strategy.

Key Benefits of the Copy and Delete Trigger Update

Here’s how this update helps streamline your workflow:

• Duplicate in seconds — Copy any trigger and reuse it immediately.

• Automatic naming — New copies are labeled “Copy of [Trigger Name]” so you always know the origin.

• Quick edits — Adjust filters or conditions on duplicated triggers without rebuilding them.

• One-click delete — Remove outdated or test triggers without opening them first.

• Cleaner workflow canvas — Keep your automation space organized and easy to scan.

• Fewer manual errors — Reuse proven trigger setups to avoid mistakes.

How to Use Copy and Delete for Triggers

Both options are found in the three-dot menu on each trigger card.

Copy a Trigger

Copying triggers is perfect when your automations share similar logic. Instead of starting from scratch, duplicate and adjust.

Steps to Copy a Trigger:

1. Click the three-dot menu on the trigger card.

2. Select Copy.

   

3. A new trigger appears with the label Copy of “[Trigger Name]”.

4. Update filters or conditions as needed.

   

5. Click Save.

💡 Pro Tip: You can copy the same trigger multiple times to create slightly different versions for different contact segments or logic branches.

Delete a Trigger

Deleting is now quick and efficient—ideal for cleaning up test triggers or removing outdated automation logic.

Steps to Delete a Trigger:

1. Click the three-dot menu on the trigger card.

2. Select Delete.

   

3. Confirm deletion.

4. The trigger is instantly removed from your workflow.

⚠️ Note: Deletion is permanent—double-check before removing any trigger.

Frequently Asked Questions

Can I undo a deleted trigger?
No, deletion is permanent. If unsure, consider disabling a trigger instead of deleting.

Will copied triggers keep all settings?
Yes, copies retain the same conditions and filters as the original. You can edit them right away.

Does copying affect performance?
Not at all—copying simply saves setup time while keeping automation performance smooth.

Final Thoughts

The new Copy and Delete Trigger options help you work smarter, not harder. By reusing existing logic or quickly cleaning up outdated steps, you’ll build workflows faster, reduce errors, and keep your automation system clear and efficient.