Workflow Trigger - Opportunity Created

Modified on: Wed, 18 Sep, 2024 at 4:14 AM

TABLE OF CONTENTS

Overview
Trigger Name
Trigger Description
How to Configure
Example

Overview

The Opportunity Created trigger allows users to automate workflows when a new opportunity is created in the system. This trigger is valuable for automating actions like notifications, follow-ups, and task assignments based on the creation of a new sales opportunity in your pipeline.

Trigger Name

Opportunity Created trigger

Trigger Description

The Opportunity Created trigger is activated when a new opportunity is created in the system. This allows you to automate processes such as assigning tasks, notifying team members, or updating the status based on opportunity characteristics such as pipeline stage, lead value, or the assigned user.

Trigger Details

Field Name	Description	Mandatory
Assigned To	The user assigned to the opportunity	No
Has Tag	Filter opportunities based on specific tags	No
In Pipeline	Select the pipeline to track the opportunity	No
Lead Value	The monetary value associated with the lead	No
Lost Reason	The reason provided for marking an opportunity as lost	No
Status	The current status of the opportunity (New, Open, etc.)	No

Operator	Description
Equals to	Matches the exact value
Greater than	Value should be greater than the input
Less than	Value should be less than the input
Contains	Value contains the given string
Is Empty	The field is empty
Is Not Empty	The field is not empty

How to Configure

Select Trigger: In the workflow builder, choose Opportunity Created as your trigger.
Assign a Trigger Name: Give the trigger a meaningful name, such as “High Value Lead Opportunity Created.”
Filters:
- Assigned To: Filter opportunities based on which user it’s assigned to.
- Pipeline: Filter opportunities in specific pipelines.
- Lead Value: Set criteria based on the opportunity’s monetary value.
Add Multiple Filters: If necessary, apply additional filters by clicking Add filters and selecting the desired fields and conditions.

Example

Scenario: You want to notify the sales manager when a new opportunity with a lead value greater than $10,000 is created in the pipeline.

Trigger: Opportunity Created
Filter: Lead Value greater than $10,000
Action: Notify the sales manager

This setup ensures that significant opportunities are flagged and acted upon promptly by notifying key stakeholders.