Workflow Action - Update Opportunity

TABLE OF CONTENTS

• Overview
• Action Name
• Action Description
• Action Details
• Example

Overview

The Update Opportunity action allows you to modify an existing opportunity within your sales pipeline. This action updates either the opportunity that triggered the workflow or an opportunity found via a preceding Find Opportunity step. If both conditions exist, the Find Opportunity result takes precedence over the triggering opportunity. If no opportunity is found or present in context, this action does nothing.

This action is particularly useful for modifying opportunity details dynamically, such as adjusting pipeline stages, renaming opportunities, updating opportunity values, or changing other fields based on workflow logic.

Action Name

Update Opportunity

Action Description

When triggered, the Update Opportunity action applies specified field changes to the existing opportunity. If the workflow was triggered by an opportunity (e.g., an Opportunity Updated trigger), that opportunity will be updated. However, if a Find Opportunity step exists in the workflow, it overrides the triggering opportunity, and the action updates the opportunity found in that step instead.

Users can update core fields—like the opportunity’s name, value, pipeline, or stage—and optionally allow an opportunity to move backward in the pipeline if needed. If no valid opportunity exists in the workflow context, this action is skipped.

Action Details

Edge Cases

• No Opportunity in Context: If the workflow was not triggered by an opportunity and there is no Find Opportunity step, this action will be skipped.
• Triggering vs. Found Opportunity: If both a triggering opportunity and a Find Opportunity step exist, the Find Opportunity result will be updated, not the triggering opportunity.
• Backward Stage Movement: If “Allow Opportunity to Move to Any Previous Stage” is off, attempting to update the stage to an earlier position in the pipeline will have no effect.

• Pipeline or Stage Changes: Updating the pipeline or pipeline stage moves the opportunity to a different part of your sales process dynamically.

• Ownership: Opportunity ownership is not handled here. Separate actions exist for updating owners or followers.

Example

Scenario: A workflow is triggered when an opportunity's status is updated. The goal is to rename the opportunity, increase its value, and move it to the "Proposal Sent" stage.

1. Trigger: The workflow is triggered when an opportunity status is changed to "Open."
2. Action: Find Opportunity
   • Filters:
     • Opportunity Name contains {{contact.email}}
     • Status is “Open.”
3. Action: Update Opportunity
   • Action Name: “Refresh Opportunity Info”
   • Allow Opportunity to Move to Any Previous Stage: Enabled
   • Opportunity Name: {{contact.first_name}} - Updated Project
   • Opportunity Value: 5000
   • Pipeline Stage: “Proposal Sent”

Behavior:

• If an opportunity triggered the workflow and no Find Opportunity step exists, the triggering opportunity is updated.
• If a Find Opportunity step exists, that opportunity is updated instead, overriding the triggering opportunity.
• If no opportunity is found or available in the workflow, the action is skipped.