1. Navigate to the 'Automation' section by clicking it.
2. Create a new workflow by clicking on 'Create Workflow'.
3. Start a fresh project by clicking 'Start from Scratch'.
4. Perform a trigger search by entering your keywords.
5. Look for 'Pipeline stage changed' in the list and select it.
The "Pipeline Stage Change" trigger is specifically created to activate when the pipeline stage of an opportunity is updated. This trigger launches the workflow whenever an opportunity card advances through various stages within a pipeline.
6. Add additional parameters by clicking 'Add filters'.
7. Click the 'Select' button to choose your options.
8. Navigate to 'In pipeline' and click it.
Selecting the "In Pipeline" filter ensures that this workflow only activates when an opportunity card within a designated pipeline moves from one stage to another.
9. Perform another search by typing your keywords.
10. Look for 'Has Tag' in the list and click on it.
Using the "Has tag" filter option means the workflow will trigger only when an opportunity card, tagged with a specific label, transitions between stages within a pipeline.
11. Navigate to 'Select a tag' and click it to choose your tag.
12. Perform the final search by typing your tag.
13. Once your tag has been entered, save your Trigger by clicking 'Save Trigger'.
