Skip to main contentThe Deal Status Match trigger activates the flow when a deal reaches a specified stage initiating automated actions based on that status.
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While creating the Trigger Based Flows select Deal Status Match trigger.
Once selected, you would then need to configure the block.As you click on the block, a pop will open to add following details.
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Name: Enter a clear and descriptive name for the trigger.
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Description: Provide a brief explanation of what the trigger does and its role in the flow.
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Pipeline: Choose the specific pipeline where the trigger will be applied. This defines which pipeline’s deals will be monitored for status changes.
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Status: Select the specific deal status that, when updated to this status, will trigger the flow.Once selected, hit** Save.
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Practical Example
Suppose you want to create an onboarding task for your team once a deal is won or notify the US team whenever a deal is closed, having a value of more than ten thousand dollars.
