TABLE OF CONTENTS


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 NameDescriptionMandatory
Assigned ToThe user assigned to the opportunityNo
Has TagFilter opportunities based on specific tagsNo
In PipelineSelect the pipeline to track the opportunityNo
Lead ValueThe monetary value associated with the leadNo
Lost ReasonThe reason provided for marking an opportunity as lostNo
StatusThe current status of the opportunity (New, Open, etc.)No



OperatorDescription
Equals toMatches the exact value
Greater thanValue should be greater than the input
Less thanValue should be less than the input
ContainsValue contains the given string
Is EmptyThe field is empty
Is Not EmptyThe 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.