Opportunities Workflow Triggers
Opportunities Workflow Triggers allow you to initiate automated processes based on events related to sales opportunities in your Stack system. These triggers help you create responsive workflows that enhance your sales process, ensure timely follow-up, and improve deal progression.
Available Triggers
- Opportunity Changed: Activates when details of an opportunity are modified
- Opportunity Created: Activates when a new sales opportunity is created
- Opportunity Status Changed: Activates when an opportunity's status is updated
- Order Form Submission: Activates when a customer submits an order form
- Order Fulfilled: Activates when an order is marked as fulfilled
- Order Placed: Activates when a new order is placed
- Order Submitted vs Order Form Submission: Explanation of the differences between order triggers
- Pipeline Stage Changed: Activates when an opportunity moves to a different stage
- Stale Opportunities: Activates when opportunities remain inactive for a specified period
Use Cases
- Send internal notifications when high-value opportunities are created
- Create follow-up tasks when opportunities reach specific stages
- Trigger proposal generation when opportunities advance to proposal stage
- Launch onboarding processes when opportunities are won
- Send win/loss surveys when opportunities are closed
- Alert sales managers when opportunities stall or remain too long in a stage
- Update forecasting reports when opportunity values change
- Create internal approval workflows for discounts or special terms
Opportunities Workflow Triggers help sales teams stay organized, responsive, and efficient by automating routine tasks and communications throughout the sales process, allowing sales representatives to focus on building relationships and closing deals.