When an opportunity's pipeline stage is updated, the Pipeline Stage Change workflow trigger will be activated. This trigger operates as the opportunity card progresses through any stage within the pipeline, activating the workflow at each stage.

Adding the Pipeline Stage Changed Trigger

To begin, click on the "Add New Trigger" button and select “Pipeline Stage Changed”.

All Filters

Here you have the option to add more filters to narrow down your trigger. Click on Add Filters and select.

Assigned To

The "Assigned To" trigger allows you to trigger the assignment of a Contact to a User based on a condition of your choice. Simply select a team member from the dropdown to select the Assigned To.

Has Tag

Selecting the “Has Tag” filter option will only trigger the workflow when an opportunity card with a specific tag moves from one stage to another within a pipeline. For instance, if an opportunity card with a Member-exclusive reward tag moves from one stage to another, this will activate the workflow.

In Pipeline

The “In Pipeline” filter is an option for more targeted workflow automation that triggers when an opportunity card moves from one stage to another in a specific pipeline.

Lead Value

Choose the "Lead value" option, set an operator for it, and then add the lead value in figures.

Lost Reason

The "Lost Reason" filter allows you to capture insights into why an opportunity was marked as lost. By adding this filter, you can trigger workflows to notify your team, analyze patterns, or follow up for feedback.

Pipeline Stage

To further narrow the criteria, the "Pipeline Stage" filter can be used to target a designated stage in the pipeline to activate the workflow when an opportunity card arrives. For instance, if No Show is chosen in the Appointment pipeline, this filter will only activate the workflow when a customer moves to that stage.

Status

Within the “Status” option you can choose from, Open, Won, Lost, and Abandoned. This will trigger the workflow defined by the Status filter.

After setting up the filters, click the Save Trigger button in the bottom-right corner to complete the configuration.

📌 NOTE: Be sure to add workflow actions to automate tasks such as notifications, follow-ups, or account updates.

Once all actions are defined, Publish and Save the workflow to activate its functionality.

With the Pipeline Stage Change trigger, you can effortlessly automate processes as opportunities progress through your pipeline. This ensures every stage is managed efficiently, improving customer engagement and driving better outcomes for your business.