An opportunity is created or changes stage
An opportunity is created or changes stage fires whenever a new opportunity is created in the CRM, an existing opportunity moves to a different pipeline stage, or an opportunity is marked as won or lost. Use this trigger to automate follow-ups, notifications, and handoff tasks as deals progress through your pipeline.
You can configure the trigger to respond to a specific stage transition, all stage changes, or only won/lost outcomes — giving you precise control over when the workflow starts.
This trigger operates at the account scope. Account and contact actions are available downstream.
How it works
- An opportunity is created, its stage is updated, or it is closed as won or lost in the CRM.
- The automation evaluates any trigger conditions you've set, such as a specific stage name or pipeline.
- If conditions are met, the workflow starts with the account and opportunity data in context.
- Downstream steps can use Add dynamic content to reference opportunity fields, account fields, and contact details.
Available data
Standard account and opportunity fields are available via Add dynamic content.
| Output | Description |
|---|---|
| Opportunity name | The name of the opportunity record |
| Stage | The current pipeline stage |
| Pipeline | The pipeline the opportunity belongs to |
| Close date | Expected or actual close date |
| Value | Monetary value of the opportunity |
| Assigned salesperson | The rep assigned to the opportunity |
This trigger will not fire if the opportunity is created or updated in a stage that is already the stage specified in your trigger condition. Configure your stage filter accordingly to avoid missed firings.