Opportunity Status Change

Modified on Thu, 4 Aug, 2022 at 4:15 PM

In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it

The "Opportunity status change" trigger only runs when the opportunity status gets changed (i.e when an opportunity card moves from one status to another status in the opportunities CRM section).

All Filters

The "Move from status" and "Move to status" are the two main filters in this trigger. This trigger won't save without choosing either of the two statuses.

Move From Status

When an opportunity card moves from one status to another status, the workflow will then be triggered.

For example, if the opportunity card moves from "open" to either "abandon, lost, or won", this will trigger the workflow.

Move To Status

When an opportunity card moves to another status from its previous status, this will trigger the workflow.

For example, if the opportunity card moves to "won" from either "abandon, lost, or open", this workflow will be triggered.

Has Tag

When you select the "Has tag" in the filter option, this will only trigger the workflow when an opportunity card that has a tag moves from one status to another status. For example, the workflow will only trigger when an opportunity card with a "50% off shipping fee" tag moves from the status "open" to the status "won".

In Pipeline

This workflow will only trigger when an opportunity card in a specific pipeline moves from one status to another status. For example, if an opportunity card in the "15% Balck Friday Discount" pipeline moved from the "open" status to the "abandon" status, only then will this workflow trigger.