The Opportunity Status Changed Workflow Trigger can be used to trigger a workflow whenever a contact who is listed within one of your Pipelines is transferred from one opportunity status to another. In this event, the contact for whom the opportunity status was changed will then be added to this workflow. This article will overview how to set up a workflow using the Opportunity Status Changed Workflow Trigger.
Step 1: Start a new workflow or edit an existing one
Step 2: Creating and Editing the Trigger
- Click “Add New Workflow Trigger”
- Select
- (
- Press
- The
- In pipeline
- If you select this filter parameter, you can then create another filter parameter called
- The
- Moved from status
- Moved to status
- If both of these filters are assigned to this trigger, then this workflow will be triggered only by opportunity status changes that move
- You can also filter by
- Press
Step 3: Set up applicable Workflow Action(s). We have multiple articles available to explain the setup of each of the Workflow Actions. Feel free to review our articles on these for more information on setting these up.
Pro Tip: You can use any Workflow Actions to be triggered by the Opportunity Status Changed trigger or you can leave this workflow without any actions.
Step 4: Press Save in the top right corner of your browser to save the workflow
- If your Workflow is ready to be enabled, make sure the toggle switch under
- Be sure to test your Workflow to make sure it is set up correctly using the
- For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”
Now your workflow is set up and ready to go with the Opportunity Status Changed Workflow Trigger.