Disable an automation
How to turn off an automation for a single deal or for your entire pipeline.
Sometimes you need to pause automated outreach for a specific customer, or turn off an automation entirely. Wonderly lets you do both without affecting your other settings. This is useful when a deal requires personalized attention or temporary suspension of automated workflows.
Method 1: Disable an automation for a single deal
When to use: You want to stop automated outreach on one deal while keeping the automation running for everything else.
Go to Sales → Deals.
Click the deal you want to modify.
In the right-hand Details panel, locate the Sales automation section.
Toggle the automation off.
Click Turn off on the confirmation pop-up.
Expected outcome: Automations are disabled for that deal. AI outreach will no longer run on it, but other deals are not affected.
Method 2: Disable an automation for all deals
When to use: You want to turn off an automation entirely so it stops running across your pipeline.
Go to Sales → Automations.
Click the automation you want to disable.
In the top-right corner, toggle the Active switch off.
Expected outcome: The automation is now disabled and will not run on any deals until you toggle it back on.
FAQ:
What does the Active toggle do? It enables or disables the automation. When toggled off, the automation will not run even if the trigger conditions are met. Toggle it back on at any time to reactivate it.
Do my changes take effect immediately after saving? Yes. Once you click Save, the automation runs according to your updated settings right away.
Can I edit other automations the same way? Yes. The steps above apply to all automations in your Sales Automations dashboard. Click Edit under any automation to make changes.
What does "Move to stage" mean in an automation? It controls where a deal moves in your pipeline after a specific event occurs, such as a meeting being booked, canceled, rescheduled, or an invoice being paid. This keeps your pipeline updated automatically without manual input.
What happens if a customer misses their meeting? The Reach out after a missed meeting automation will automatically contact the customer via call, email, and SMS to reschedule. Make sure this automation is active and set to the correct stage so it triggers at the right time.
What stage should I set for the Follow up on quotes and invoices automation? The default stage is Quote & Invoice Sent. We recommend keeping this default unless your pipeline uses a different stage name for this step in your sales process.
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