Stop AI follow-ups and the sequence when a rep books the meeting by phone

When a rep labels a thread Booked by phone, Master Inbox removes the Interested label the AI agent works from, removes the lead from the Smartlead campaign and moves it to Booked.

Meetings

SmartleadRepSDR managerTeam plan

When

Add LabelBooked by phone

Then

Remove labelsInterested

And

Remove from Smartlead campaignRemove the lead from the campaign

And

Move to listBooked

Why teams run it

The agent and the sequencer stop chasing someone the rep already booked on a call.

Set it up in Master Inbox

In Master Inbox, open Settings, then Workflows, and click Add a workflow.
Name it Stop AI follow-ups and the sequence when a rep books the meeting by phone.
Set the trigger to Add Label and choose Booked by phone.
Add the action Remove labels: Interested.
Add the action Remove from Smartlead campaign: Remove the lead from the campaign.
Add the action Move to list: Booked.
Save the workflow and switch it to Active.

Before you start, connect Smartlead under Settings, Integrations.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Stop AI follow-ups and the sequence when a rep books the meeting by phone",
  "trigger_type": "add_label",
  "trigger_config": {
    "label_ids": [
      176479
    ]
  },
  "action_configs": [
    {
      "action_type": "remove_labels",
      "label_ids": [
        176480
      ]
    },
    {
      "action_type": "remove_from_campaign_smartlead",
      "campaign_ids": [
        "camp-1"
      ]
    },
    {
      "action_type": "move_to_list",
      "inbox_type_id": 52311
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:

Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Stop AI follow-ups and the sequence when a rep books the meeting by phone". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.

Questions

Why remove the Interested label?

Reply agents are scoped to labels. Taking Interested off takes the lead out of the agent's scope.

Does this work for other sequencers?

Yes. Swap the Smartlead action for Instantly, EmailBison, PlusVibe or HeyReach.

Can I build this workflow through the API?

Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.

Which plan includes this?

This workflow works on the Team plan. Every plan has unlimited users and starts with a free 7-day POC.