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Copy or Delete Triggers in Workflows

This article will show you how to speed up your workflow building with the new Copy and Delete Trigger enhancements. You can now duplicate triggers in…

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  1. Key Benefits of the Copy and Delete Trigger Update
  2. How to Use Copy and Delete for Triggers
  3. Copy Trigger
  4. Steps to Copy a Trigger:
  5. Delete Trigger
  6. Steps to Delete a Trigger:
  7. Frequently Asked Questions
  8. Related Articles
  9. Next Steps

This article will show you how to speed up your workflow building with the new Copy and Delete Trigger enhancements. You can now duplicate triggers in seconds and remove them with one click—making automation setup faster and smoother than ever.

TABLE OF CONTENTS

What is the Copy and Delete Trigger Feature?

Duplicating or removing triggers is now faster and easier than ever. Previously, users had to manually recreate similar triggers or click into each one just to delete them. With these new quality-of-life improvements, you can now instantly duplicate any trigger with all its logic intact—or remove one directly from the canvas using a simple dropdown menu.

Key Benefits of the Copy and Delete Trigger Update

Get more done with less effort by reusing and managing triggers in a smarter way.

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

  • Automatic naming — Duplicates are labeled “Copy of [Trigger Name]” so you instantly know the origin

  • Quick edits — Easily tweak filter conditions on copied triggers

  • One-click delete — No need to open the trigger to remove it

  • Cleaner workflow canvas — Easily manage and refine your automation logic

  • Fewer manual errors — Reduce mistakes by duplicating proven trigger setups

How to Use Copy and Delete for Triggers

Speed up your workflow editing process using the new options in the trigger card’s menu.

Copy Trigger

Copying triggers allows you to build faster when automations share similar logic. Instead of starting from scratch, just duplicate an existing trigger and make small edits.

Steps to Copy a Trigger:

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

  2. Select “Copy”

    Step 2 of 5: Select “Copy” What this shows Step 2 of 5: Select “Copy” What this shows Shows what to choose for step 2 of 5 in the "Steps to Copy a Trigger:" section of "Copy or Delete Triggers in Workflows". This screenshot accompanies step 2 of 5 in the "Steps to Copy a Trigger:" section of "Copy or Delete Triggers in Workflows". At this point in the walkthrough you select “Copy”. For context, this section explains: Click the three-dot menu on the trigger card Select “Copy” A new trigger will appear with the label: Copy of “[Trigger Name]” Update the trigger’s filters or conditions if needed Click Save. The next step is to a new trigger will appear with the label: Copy of “[Trigger Name]”. Step 2 of 5Image 1 of 3 What to chooseSelect “Copy”
    Buttons and menus referenced “Copy”three-dot menuCopy of “[Trigger Name]”Save
    Next stepA new trigger will appear with the label: Copy of “[Trigger Name]”
    All 5 steps in this procedure
    1. Click the three-dot menu on the trigger card
    2. Select “Copy” this image
    3. A new trigger will appear with the label: Copy of “[Trigger Name]”
    4. Update the trigger’s filters or conditions if needed
    5. Click Save

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

  4. Update the trigger’s filters or conditions if needed

    Step 4 of 5: Update the trigger’s filters or conditions if needed What this shows Step 4 of 5: Update the trigger’s filters or conditions if needed What this shows Shows what this covers for step 4 of 5 in the "Steps to Copy a Trigger:" section of "Copy or Delete Triggers in Workflows". This screenshot accompanies step 4 of 5 in the "Steps to Copy a Trigger:" section of "Copy or Delete Triggers in Workflows". At this point in the walkthrough you update the trigger’s filters or conditions if needed. The next step is to click Save. Step 4 of 5Image 2 of 3 What this coversUpdate the trigger’s filters or conditions if needed
    Buttons and menus referenced three-dot menu“Copy”Copy of “[Trigger Name]”Save
    Next stepClick Save
    All 5 steps in this procedure
    1. Click the three-dot menu on the trigger card
    2. Select “Copy”
    3. A new trigger will appear with the label: Copy of “[Trigger Name]”
    4. Update the trigger’s filters or conditions if needed this image
    5. Click Save

  5. Click Save

? Pro Tip: You can copy the same trigger multiple times and adjust each one for different contact segments or logic branches.

Delete Trigger

Deleting triggers is now faster—no need to click into the trigger first. This makes it easier to clean up test triggers or outdated automation logic.

Steps to Delete a Trigger:

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

  2. Click “Delete”

    Step 2 of 4: Click “Delete” What this shows Step 2 of 4: Click “Delete” What this shows Shows what to click for step 2 of 4 in the "Steps to Delete a Trigger:" section of "Copy or Delete Triggers in Workflows". This screenshot accompanies step 2 of 4 in the "Steps to Delete a Trigger:" section of "Copy or Delete Triggers in Workflows". At this point in the walkthrough you click “Delete”. For context, this section explains: Click the three-dot menu on the trigger card Click “Delete” Confirm the deletion The trigger will be removed from the workflow instantly. This part of the guide covers 1 field, listed below. The next step is to confirm the deletion. Step 2 of 4Image 3 of 3 What to clickClick “Delete”
    Fields in this part of the guide The trigger will be removed from the workflow instantly
    Buttons and menus referenced “Delete”three-dot menuNote
    Next stepConfirm the deletion
    All 4 steps in this procedure
    1. Click the three-dot menu on the trigger card
    2. Click “Delete” this image
    3. Confirm the deletion
    4. The trigger will be removed from the workflow instantly

  3. Confirm the deletion

  4. The trigger will be removed from the workflow instantly

⚠️ Note: Deletion is permanent—be sure to confirm before removing any trigger.

Frequently Asked Questions

Q: Does the copied trigger include all filter settings from the original?

Yes, the duplicated trigger is an exact copy—including filters, logic, and setup.

Q: Can I rename the copied trigger?

Yes! Simply open the copied trigger and edit the name field.

Q: Will deleting a trigger impact my past automations?

No. It only removes the trigger from the current workflow canvas and does not affect prior automation runs.

Q: Is there an undo option for deleting a trigger?

Not at this time. Always double-check before confirming a deletion.

Q: Where can I use the Copy Trigger feature?

You can use it on any workflow that includes trigger cards—no limitations!

Next Steps

  • Open a workflow you use often and try copying a trigger to speed up your build process.

  • Use the delete option to clean up testing triggers or unused logic.

  • Explore more enhancements coming to workflow automation to stay productive and efficient.

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