How the Opportunity Created Trigger Works
When a new opportunity is created manually, via automation, or through an import this trigger evaluates the opportunity against your defined filters. If the criteria match, the contact is enrolled in the workflow and your configured actions run automatically.
How to Set Up the Opportunity Created Trigger
Step 1: Create or edit a workflow
Navigate to Automation → Workflows, then either:
Click + Create Workflow, or
Open an existing workflow and select Edit Workflow from the options menu.
Step 2: Add the Opportunity Created trigger
In the workflow builder, click Add New Trigger.
Search for Opportunity Created under the Opportunities category.
Select Opportunity Created.
Step 3: Configure trigger filters (optional but recommended)
You can refine when the trigger fires using one or more of the following filters:
Assigned To – Run the workflow only when an opportunity is assigned to a specific user.
Has Tag – Trigger automation for opportunities with specific tags.
In Pipeline – Limit the trigger to a particular pipeline.
Lead Value – Activate the workflow based on the opportunity’s monetary value.
Status – Filter by opportunity status (e.g., New, Open).
Lost Reason – Available if the opportunity is created directly with a lost status.
You may add multiple filters to create highly targeted automation logic.
Step 4: Add workflow actions
After saving the trigger, add one or more actions to automate next steps, such as:
Sending internal notifications
Assigning tasks to sales reps
Updating opportunity fields
Sending emails or SMS messages
Configure each action based on your sales or follow-up process.
Tip: We recommend reviewing our individual Workflow Action articles for detailed setup guidance.
Step 5: Save, test, and publish
Click Save in the top-right corner.
Toggle the workflow to Publish when ready.
Use Test Workflow to confirm everything runs as expected before going live.
Note: For detailed testing guidance, see Using the Testing Features in Workflows.
Example Use Case
Scenario:
You want your sales manager to be notified whenever a high-value opportunity is created.
Trigger: Opportunity Created
Filter: Lead Value greater than $10,000
Action: Send internal notification to the sales manager
This ensures high-priority opportunities receive immediate attention and follow-up.
Benefits of the Opportunity Created Trigger
Immediate Response
Act on new opportunities the moment they enter your pipeline.Prioritized Sales Efforts
Automatically flag and route high-value opportunities.Consistent Follow-Up
Ensure tasks, notifications, and outreach happen without manual intervention.Scalable Automation
Works seamlessly whether opportunities are created individually or in bulk.
Frequently Asked Questions
What triggers the Opportunity Created workflow?
The workflow runs whenever a new opportunity is created in your system.
Can I filter opportunities by lead value?
Yes. You can set numeric conditions (greater than, less than, equal to) on the Lead Value field.
Can I filter by pipeline or assigned user?
Yes. You can filter by In Pipeline and Assigned To to control exactly when the workflow runs.
What actions can I automate with this trigger?
You can automate notifications, task creation, field updates, emails, SMS messages, and more.
What happens if I import multiple opportunities?
If the workflow is published, each imported opportunity that meets your filter criteria will trigger the workflow.
Best practice: Keep the workflow in Draft mode during large imports unless you want all automations to run immediately.
What’s the difference between Opportunity Created and Opportunity Changed?
Opportunity Created runs only once—when the opportunity is first added.
Opportunity Changed runs every time the opportunity is updated (stage changes, value changes, status updates, etc.).