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.