Who This Is For
This article is for Kyrios users who use workflows to manage sales opportunities and want more control over how opportunities are handled throughout the sales lifecycle.
Use these actions when you need to:
Create or update opportunities automatically
Assign or reassign ownership
Control opportunity followers
Remove outdated or canceled opportunities
Avoid unintended overwrites or duplicates
What’s New
Find Opportunity
What it does
Locates an existing opportunity for a contact based on defined criteria, such as the most recently created opportunity or specific field values.
Why it’s useful
Allows workflows to target a specific opportunity instead of guessing or updating the wrong record.
Common use cases
Update an existing opportunity instead of creating a new one
Make decisions based on an opportunity’s attributes (stage, tags, name, etc.)
Create Opportunity
What it does
Creates a brand-new opportunity in a selected pipeline and stage without modifying existing opportunities.
Why it’s useful
Ensures clean opportunity creation with predictable behavior.
Key enhancement
Duplicate opportunity behavior now follows one unified global setting, providing consistency across workflows.
Common use cases
Automatically create opportunities when a lead qualifies
Populate opportunity name, value, source, and pipeline during onboarding
Update Opportunity
What it does
Updates fields on an existing opportunity, such as name, value, stage, pipeline, or custom fields.
Why it’s useful
Separates updates from creation, preventing accidental overwrites.
Additional capabilities
Move opportunities across pipeline stages
Move opportunities between pipelines
Optionally allow movement to earlier stages
Common use cases
Move an opportunity forward after a customer action
Update value or source based on new information
Add Owner to Opportunity / Remove Owner from Opportunity
What it does
Assigns or removes ownership of an opportunity. Ownership can optionally sync with the contact owner, depending on your settings.
Why it’s useful
Keeps responsibility clearly assigned throughout the sales process.
Common use cases
Assign a sales rep when an opportunity is created
Remove ownership when routing or reassigning opportunities
Add Follower(s) to Opportunity / Remove Follower(s) from Opportunity
What it does
Controls which users follow an opportunity and receive updates about its progress.
Why it’s useful
Ensures the right stakeholders stay informed—without duplicate opportunities or unnecessary notifications.
Common use cases
Add managers or collaborators to high-value deals
Remove followers once an opportunity is closed or reassigned
Enhanced Remove Opportunity Action
What it does
Removes opportunities with more precision than before.
You can now choose to remove
The opportunity that triggered the workflow
An opportunity found using a prior Find Opportunity action
All opportunities for a contact within a pipeline
Why it’s useful
Provides targeted cleanup without affecting unrelated opportunities.
Common use cases
Remove canceled or invalid opportunities
Automatically clean pipelines after disqualification
Deprecation Notice: Create or Update Opportunity
The Create or Update Opportunity action is being phased out and will no longer be available in new workflows.
Recommended approach
Use Create Opportunity for new records
Use Update Opportunity for modifying existing records
Why this change matters
More granular control
Reduced risk of unintended updates
Better alignment with modern sales workflows
How to Use Opportunity Workflow Actions
Open your workflow
Navigate to Automations → Workflows and select or create a workflow.Add the appropriate action
Choose from actions like Find Opportunity, Create Opportunity, Update Opportunity, or ownership/follower actions.Configure the action
Select pipeline and stage for creation
Choose fields to update
Assign owners or followers
Decide which opportunity to remove, if applicable
Save and test
Run a test contact or lead through the workflow to confirm the expected behavior before publishing.
Why This Matters
Greater precision
Separate actions ensure workflows only do exactly what you intend.Improved flexibility
Ownership, followers, and opportunity updates can happen at any point in the sales journey.Cleaner pipelines
Automated removal of outdated opportunities keeps reporting accurate.Future-proof automation
Dedicated actions replace all-in-one logic, enabling safer and more scalable workflows.