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“Opportunity Changed” Trigger with Event-Based Operators

The Opportunity Changed trigger now supports event-based operators for standard and custom opportunity fields, allowing workflows to trigger only when specific field changes occur.

Updated over 2 months ago

Who This Is For / When to Use

This update is for Kyrios users building workflows based on opportunity updates who need precise control over when automations fire. Use this when workflows should respond only to actual field changes instead of every opportunity edit.


What Changed in the Opportunity Changed Trigger

The Opportunity Changed trigger now includes event-based operators such as Has Changed, Has Changed To, Added, and Removed, depending on the field type.

Previously, the Opportunity Changed trigger evaluated opportunities like a filter. If an opportunity matched the condition, the workflow fired on any update to that opportunity. The trigger now detects field-level change events, allowing workflows to run only when a selected field changes.

This improves automation accuracy and prevents unnecessary workflow executions.


New Operators for Standard Opportunity Fields

Standard opportunity fields now support event-based operators that trigger workflows only when the selected field changes.

Operator Availability by Field:

  • Assigned To

    • Has Changed

    • Has Changed To

    • Equals

  • In Pipeline

    • Has Changed

    • Has Changed To

    • Equals

  • Status

    • Has Changed

    • Has Changed To

    • Is

    • Is Not

  • Lost Reason

    • Equals

    • Has Changed

    • Has Changed To

These operators allow workflows to trigger only when an opportunity is reassigned, moved to a different pipeline, changes status, or receives a lost reason—without triggering on unrelated updates like notes or value changes.

Example:
Trigger a workflow only when Assigned To changes to a specific user, instead of triggering on unrelated updates like notes or tags.


New Operators for Custom Opportunity Fields

Custom opportunity fields now support event-based operators based on their field type, enabling reliable automation tied to custom data changes.

Operator Availability by Field Type:

  • Checkbox Fields

    • Added

    • Removed

    • Equals

  • Radio Select Fields

    • Has Changed

    • Has Changed To

    • Equals

  • Dropdown Fields (Single or Multiple)

    • Has Changed

    • Has Changed To

    • Equals

  • Date Fields

    • Has Changed

    • Has Changed To

    • Equals

Important Note:
Custom date fields are now supported in the Opportunity Changed trigger for the first time, allowing workflows to respond to date updates on opportunities.

Result:
Workflows can now respond reliably to updates in custom fields such as deal source, priority level, or internal status without triggering on unrelated edits.


Why This Update Matters

This update prevents workflows from firing on unrelated opportunity edits and ensures automations run only when meaningful field changes occur.

Previously, a trigger like Assigned To = John fired every time any change was made to John’s opportunities, including note updates, tag changes, or value edits.

Using Assigned To → Has Changed To → John, the workflow now triggers only when the assignment actually changes to John.

This results in:

  • Fewer unintended workflow runs

  • More predictable automation behavior

  • Improved system performance


How to Use the New Operators

To use event-based operators, edit or create an Opportunity Changed trigger and select the appropriate operator for the field you want to monitor.

Steps:

  1. Open Automations → Workflows.

  2. Create a new workflow or edit an existing one.

  3. Add or edit the Opportunity Changed trigger.

  4. Select a standard or custom opportunity field.

  5. Choose Has Changed or Has Changed To.

  6. Configure the remaining workflow steps and save.

Compatibility Note:
Existing workflows automatically continue using the previous Equals behavior. No workflows are broken or changed by this update.


Common Issues and Fixes

Workflow Still Triggers Too Often

Cause:
The trigger is still using an equality-based operator instead of an event-based operator.

Fix:
Update the trigger condition to Has Changed or Has Changed To for the relevant field.


Workflow Does Not Trigger as Expected

Cause:
The field value did not actually change, even though the opportunity was updated.

Fix:
Confirm that the selected field is being modified during the update event. Event-based operators only fire when a value changes.

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