Workflow Action: Add Follower(s) to Opportunity

Overview

The Add Follower(s) to Opportunity action in Stack allows you to assign users as followers to an existing opportunity. This ensures they receive updates and information about any changes to the opportunity. Typically, this action follows a Find Opportunity step or is triggered directly by an opportunity, providing a specific context.

Action Name

Add Follower(s) to Opportunity

Action Description

When this action is triggered, it adds each selected user to the opportunity’s list of followers. If a user is already following the opportunity, Stack prevents duplication, ensuring the same user is not added twice. If no opportunity is found or triggered, the action is simply skipped.

Action Details

Value Name	Description	Mandatory
Action Name	A unique label for identifying this step in your workflow.	Yes
Followers	One or more users to be added as followers. Typically displayed as a dropdown or multi-select list of users (e.g., "pallavi kothari," "akshay sarma").	Yes

Edge Cases

• No Opportunity in Context: If the workflow wasn't triggered by an opportunity and lacks a preceding Find Opportunity step, this action will not execute.
• Multiple Opportunities: Even if the Find Opportunity step matches multiple records, only one (earliest or latest, as defined in the Find Opportunity action) is updated.
• Existing Followers: Stack prevents adding a user who is already following or assigned to the opportunity, avoiding duplicates.

Example

Scenario: You want to keep both a sales manager and a product specialist informed about a high-value opportunity as soon as it’s created or updated.

Trigger: An opportunity is created or updated and meets certain criteria (e.g., value > 10,000).

• Action: Find Opportunity

  • Filters:
    • Opportunity Value is greater than 10000
    • Status is "Open"

• Action: Add Follower(s) to Opportunity

  • Action Name: "Notify Key Stakeholders"
  • Followers: "Sales Manager," "Product Specialist"

If the Find Opportunity step locates a matching opportunity, the "Sales Manager" and "Product Specialist" will be added as followers (unless they are already followers), ensuring they have access to the opportunity’s details and updates.