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Remove the account from a list

Remove the account from a list removes the account currently in scope from a list you choose. If the account is not on the list, the step completes without error and the automation continues. This action is available on account-scoped triggers.

Use this action to keep lists clean as accounts progress through workflows — move accounts off a prospect list when they convert, remove them from a follow-up list once a task is completed, or clear them from a segment when conditions change.

How it works​

  1. The automation reaches this step with an account in scope from the trigger
  2. The step reads the List field to identify the target list
  3. The platform checks whether the account is on that list
  4. If present, the account is removed from the list
  5. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Lists, select Remove the account from a list
  3. Configure the field:
FieldRequiredDescription
ListYesThe list to remove the account from. Select from your existing lists.
tip

The List field does not support dynamic content — select a specific list from the dropdown. To remove the same account from multiple lists, add separate Remove the account from a list steps for each list.

Outputs​

This action produces no outputs available to downstream steps.