Is there a way to cancel a "Delayed" action in a Pipedrive automation?

barkbustersad
barkbustersad Member Posts: 2 NEW MEMBER
edited March 10 in Workflow Automation #1

Is there a way to cancel a "Delayed" action in a Pipedrive automation?

I have an automation with an action that is delayed a few days after it's trigger happens. The action is the sending of an email from a template.

I would like to cancel the sending of the email between the trigger event and the end of the delay.

Is there a way to do that?

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Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 229 PIPEDRIVE TEAM
    Third Anniversary 25 Answers 100 Comments 25 Likes
    #2

    Hello @barkbustersad,

    Using a condition right after the delay and before the action would be the best option here. See an example here:

    Screenshot 2025-03-12 at 15.12.20.png

    In this case, I have created a dedicated custom field for Leads, in which if I fill in a value, it will prevent that lead from continuing the automation after the delay.

    You do not necessarily need a custom field, but you can use conditions like labels, and if it is for a deal, then the status, stage, pipeline information, etc, for the condition after the delay to prevent it from continuing.

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