Pipeline Stage Changed

Modified on Thu, 4 Aug, 2022 at 4:19 PM

The "Pipeline Stage Change" workflow trigger will run when a pipeline stage gets updated for an opportunity. As an opportunity card moves through any stage in a pipeline, It triggers the workflow.

All Filters

In Pipeline

By selecting the "In Pipeline" filter, this workflow will only trigger when an opportunity card in a specific pipeline moves from one stage to another stage.

Pipeline Stage

The "Pipeline Stage" filter option in this trigger could be used when you want a specific stage in your pipeline to trigger the workflow when an opportunity card moves there.

For example, choosing the "Won Deal" in the "LinkedIn Prospecting" pipeline, this workflow will only trigger when a customer moves to this stage.

Has Tag

Selecting the "Has tag" in the filter option, will only trigger the workflow when an opportunity card that has a tag moves from one stage to another stage in a pipeline. For example, the workflow will only trigger when an opportunity card with a "Member-exclusive reward" tag moves from one stage to another stage.