The Deal Stage Match trigger activates the flow when a deal reaches a specified stage initiating automated actions based on that stage.
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How to Configure Deal Status Match Trigger
- 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.
- Name: Enter a clear and descriptive name for the trigger.
- Description: Provide a brief explanation of what the trigger does and its role in the flow.
- Pipeline: Choose the specific pipeline where the trigger will be applied. This defines which pipeline's deals will be monitored for status changes.
- Status: Select the specific deal status that, when updated to this status, will trigger the flow.
- Once selected, hit Save.
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