Basic Rules are available on the Growth plan and above. Visit our pricing page for more details.
You can use Mixmax Rules to build an automation that removes someone from sequences when they book a meeting with Mixmax.
Creating your Rule
For individuals, navigate to the Rules Dashboard on your account and click on 'New Rule'.
If you're an admin and would like to build this workflow for your entire team, head to the Rules tab in the Admin section and click 'New Rule'.
Next, give your rule a name.
Each Mixmax Rule has 3 steps: Trigger, Filter, and Action.
Trigger
For the trigger, select Meeting.
Then, select 'My meeting is confirmed' and click Continue.
Filter
To add a filter, click 'Add condition'.
Next to 'Guest (email)', click the dropdown to select 'Calendar' from the menu. This will allow you to target a specific meeting link by selecting the corresponding Calendar(s).
You can add as many conditions as you'd like to set other filter criteria. Click Continue when you're done.
Action
For your action, select Sequence from the options.
In the next window, select 'Remove them from a sequence' and click Continue.
Next, select whether to remove them from all sequences or just a specific one.
Click 'Activate & Close' when you're done.
To update a Contact record from the same rule, click 'Add action', then follow the same steps as above after clicking 'Update the related Contact'.