New action: Add or remove a tag

New action: Add or remove a tag

How do I set up the “Add or remove a tag” action in an automation ?

When configuring automation, it is important to select a trigger and then associate it with an operation containing the actions to be performed. In this article, we will show you how to configure the “Add or remove a tag” action. To do this, please follow these steps : 

Info
Please refer to this article: The different types of triggers

  1. After selecting the trigger to which your action will be associated, click on the “Add operation” button. 

  1. You will then be taken to the list of operations. Click on “New action.”

Info
Please refer to this article: Different types of operations


  1. Then select the action “Add or remove a tag.”

You will now proceed with the following steps : 

  1. Select the operation to be performed (Add a Tag / Remove a Tag)

  1. Select one or more tags (the tags displayed in the drop-down list must be created beforehand before using this action)

Info
Please refer to this article on : Adding a tag



  1. Save your action settings by clicking on the “Save” button located just below.

You have just finished configuring the “Add or remove a tag” action. All you have to do now is enter the name of your automation, keeping in mind that this action is linked to a trigger in order to create an automated process.

  1. Finally, save the configuration by clicking on the “Save” button located at the top right of your screen.

  1. Your automation now appears in the Automation menu.


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