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A sales order status changes

A sales order status changes fires whenever a sales order on an account transitions to a new status. Use this trigger to automate fulfillment steps, customer notifications, or internal handoffs as orders move through their lifecycle — from draft to sent, accepted, or declined.

You can configure the trigger to respond to a specific target status, or to any status change.

Trigger scope

This trigger operates at the account scope. Account and contact actions are available downstream.

How it works​

  1. A sales order on an account transitions to a new status.
  2. The automation evaluates any trigger conditions you've configured, such as a specific target status.
  3. If conditions are met, the workflow starts with the account and order data in context.
  4. Downstream steps can use Add dynamic content to reference order fields and account details.

Available data​

Standard account fields and sales order fields are available via Add dynamic content.

OutputDescription
Order nameThe name or title of the sales order
Order statusThe new status the order transitioned to
Order valueThe total value of the sales order
Account nameThe account the order is associated with
Expiration dateThe expiration date on the order (if set)
warning

This trigger will not fire if the sales order is created or updated with a status that is already the status specified in your trigger condition. Ensure the order transitions into the target status rather than starting in it.