Workflow Trigger: Opportunity Created
Overview
The Opportunity Created trigger in Stack allows you to automate workflows whenever a new opportunity is added to your system. This is particularly useful for streamlining actions such as sending notifications, scheduling follow-ups, and assigning tasks when a new sales opportunity appears in your pipeline.
Trigger Name
Opportunity Created
Trigger Description
This trigger activates when a new opportunity is created in Stack. It enables automation of processes like task assignments, team notifications, or status updates, depending on opportunity details such as pipeline stage, lead value, or 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 |
Operators
- 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 the assigned user.
- Pipeline: Filter opportunities within specific pipelines.
- Lead Value: Set criteria based on the opportunity’s monetary value.
- Add Multiple Filters: If needed, 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 promptly flagged and acted upon by notifying key stakeholders.