Stop the follow-up automatically when the goal is reached
The Stop when the goal is reached setting ends a waiting run straight away when the record matches conditions you set, or when the client replies. No reminders for a client who has already acted.
Before you start · for owners and managersThe permission to edit workflows
- You need: The permission to edit workflows
Steps
How it works
The goal works on runs waiting at a delay, an approval or a wait for a reply.
The run ends as “Completed — reached the goal”, and it doesn’t count as a failure.
The goal is checked on every change to the record, even an automatic one, and when the run wakes up.
They replied watches the trigger’s chat and every chat the automation sent on.
A pending approval in that run no longer needs an answer.
It works even if the automation is turned off.
If something goes wrong
A real example
A follow-up series of 3 messages keeps going for a client who has already enrolled.
- The goal: the stage equals “Enrolled”.
- A message, then a 2-day delay, then a second message, then a 3-day delay, then a third.
The messages stop the moment the client enrolls.