Workflow Trigger - Opportunity Created
Overview
The Opportunity Created trigger allows users to automate workflows when a new opportunity is created in the system. This trigger is valuable for automating actions like notifications, follow-ups, and task assignments based on the creation of a new sales opportunity in your pipeline.
Trigger Name
Opportunity Created trigger
Trigger Description
The Opportunity Created trigger is activated when a new opportunity is created in the system. This allows you to automate processes such as assigning tasks, notifying team members, or updating the status based on opportunity characteristics such as pipeline stage, lead value, or the assigned user.
Trigger Details
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
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 which user it’s assigned to.
Pipeline: Filter opportunities in specific pipelines.
Lead Value: Set criteria based on the opportunity’s monetary value.
Add Multiple Filters: If necessary, 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 flagged and acted upon promptly by notifying key stakeholders.
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