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Opportunity Workflow Triggers

Opportunity Workflow Triggers allow you to initiate automated workflows based on changes to sales opportunities in your Stack system. These triggers help you create responsive processes that keep your team informed and your sales pipeline moving efficiently.

Available Triggers​

This section has been moved. Please see the Opportunities Workflow Triggers section for the complete list of available opportunity-related workflow triggers.

Use Cases​

  • Send notifications to sales managers when high-value opportunities are created
  • Assign follow-up tasks when opportunities remain in a specific stage too long
  • Create internal alerts when opportunity close dates are extended
  • Update contact records when opportunity statuses change
  • Trigger congratulatory communications when opportunities are won
  • Initiate win/loss analysis workflows when opportunities are closed

Opportunity Workflow Triggers help sales teams stay proactive throughout the sales cycle and ensure consistent follow-up on valuable sales opportunities.