CRM Action: Utilizing the 'Remove from/All Workflow' in Pest AI

To publish a workflow, you must configure both a workflow trigger and a workflow action. Without these components, you can save the workflow, but not publish it.

When this action is triggered, it enables you to remove contacts from any specified workflow.

1. Begin by selecting the 'Automation' option.

2. Proceed by choosing the 'Create Workflow' button.

3. Now, opt for 'Start from Scratch'.

4. Next step, add your desired action(s) to the workflow.

5. Then pick the 'Remove From Workflow' option.

6. Select 'Current Workflow'

This setting removes the contact from the workflow you are currently working on.

7. Select 'Another Workflow'

Enable the "Another Workflow" filter to select and remove the contact from a specific workflow in your CRM.

8. Continue by selecting the desired workflow to remove.

9. Save changes by clicking 'Save Action'.

10. Once again, add a new action to the workflow.

11. Choose 'Remove From All Workflows' this time.

This action removes the contact from all workflows they are currently assigned to.

12. 'Include current Workflow'

By enabling this option, you can remove the contact from all workflows, including the one you are currently creating.

13. Remember to save again using the 'Save Action' button.

14. 'Remove from all workflows' action is added