Deal Status Match Follow

The Deal Stage Match trigger activates the flow when a deal reaches a specified stage initiating automated actions based on that stage.

Topics Covered:

• How to Configure Deal Status Match Trigger
• Practical Example

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.

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.