Opportunity Created Trigger

The Opportunities section helps you organize and track the journey of your leads, from entering your system to sales being completed. And this trigger helps you automate that process by following up with contacts once created inside the system.

Adding the Opportunity Status Changed Trigger

To get started, click on “Add New Trigger”, then search and select “Opportunity Created."

Adding Filters

You can filter which contacts trigger your automation by clicking Add Filters and selecting from the drop-down menu. The main ones for this trigger will be:

Assigned To

This allows you to filter the trigger based on the contact being assigned to a specific team member.

Has Tag

Use specific tags along with the opportunity being created to start your workflow.

In Pipeline

The creation only triggers the workflow when an opportunity card is in a specific pipeline you selected.

Lead Value

This allows you to exclude leads whose value is outside of your desired parameters.

Lost Reason

This tracks opportunities lost for specific reasons you’ve defined.

Status

This allows you to only include or exclude opportunities with a specific status.

After setting the filters, click the Save Trigger button located in the bottom-right corner to finalize your configuration.

?NOTE: You can add workflow actions to automate tasks such as notifications, follow-ups, or account updates.

Once you’ve set up the trigger add any actions you want the workflow to perform and click "Publish" then "Save" to enable and save your changes.

?NOTE: To publish workflows, you will need to establish a workflow trigger and a workflow action. Without both, you can only save the workflow, not publish it.

This trigger helps you automate processes after a contact is added to your pipelines. Improving your processes and ensuring contacts are taken care of, giving you an easy way to assign tasks, notify teammates, and follow up with contacts.