Step 1: Start a new workflow or edit an existing one
Step 2: Creating and Editing the Trigger
Click “Add New Workflow Trigger”
Select Opportunity Status Changed in the Opportunities section of the Workflow Triggers Menu or use the search feature. Once selected, the Trigger setup menu will appear
(Optional) You can change this trigger's workflow builder display name of this trigger using the textbox below Workflow Trigger Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Trigger.
Press + Add filters to expand the Filters section of the Trigger setup menu which will display a number of filter parameters
The Has Tag filter parameter will only allow contacts who have the selected tag assigned to them to be added to this workflow. No other contacts may be added
In pipeline will only allow opportunity status changes within the selected pipeline to trigger this workflow
If you select this filter parameter, you can then create another filter parameter called Pipeline stage which will allow you to select from the stages in the above-selected pipeline. Only opportunity changes that occur within the pipeline stage you select will be able to trigger this workflow
The Moved from/to status filter parameters will let you specify which opportunity status changes will trigger this workflow
Moved from status - When a contact’s opportunity status changes from the selected status in this parameter to any other status, then this workflow may be triggered
Moved to status - When a contact’s opportunity status changes to the selected status from any other status then this workflow may be triggered
If both of these filters are assigned to this trigger, then this workflow will be triggered only by opportunity status changes that move from the selected “Moved from” status to the selected “Moved to” status.
You can also filter by Custom Fields which will only allow contacts who meet certain Custom Value criteria to be added to this workflow. Such values are based on what you would have set up elsewhere in your contacts/account.
The Lost reason filter, when applied to the Opportunity Status Changed workflow trigger, enables users to pinpoint specific reasons for lost opportunities. This allows for targeted follow-up strategies, problem-solving precision, and focused resource allocation, ultimately enhancing sales strategies and customer relationships.
Press Save Trigger in the bottom right corner of the Trigger setup menu
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 Save is set to Publish
Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch.
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.