Get an opportunity

Get an opportunity retrieves an opportunity on the account in scope and makes it available to downstream steps. Use it when you need to act on or inspect an opportunity — for example, before updating its stage or closing it. This action is available on account-scoped triggers.

How it works

1. The automation reaches the step with an account in scope
2. The step retrieves an opportunity associated with the account
3. The opportunity record is brought into scope for downstream steps
4. The automation continues to the next step

Set up the action

1. Open the automation builder and add a new step
2. Under Advanced, select Get an opportunity

Outputs

After the step runs, the opportunity record is available in scope. Downstream steps can reference opportunity fields via Add dynamic content.

Related resources

• Actions overview — Browse all available actions
• Create a sales opportunity — Create a new opportunity
• Reopen opportunity — Reopen a closed opportunity
• Close all sales opportunities — Close all open opportunities
• Creating and configuring automations — Build and configure workflows