Who This Is For / When to Use
Use these triggers if you want to automate notifications, assignments, follow-ups, or record updates tied to opportunity lifecycle events.
Overview: Opportunity Triggers
Opportunity triggers monitor changes to opportunity records and enroll the associated contact into a workflow when conditions are met.
Kyrios supports two core opportunity triggers:
Opportunity Created – Runs once when a new opportunity is created
Opportunity Changed – Runs any time an existing opportunity is updated
Opportunity Created Trigger
What This Trigger Does
The Opportunity Created trigger fires immediately when a new opportunity is added.
Common uses include:
Notifying sales teams of new opportunities
Auto-assigning opportunities to users
Starting follow-up or qualification workflows
Step 1: Create or Open a Workflow
Go to Automations > Workflows.
Click Create Workflow or edit an existing workflow.
Step 2: Add the Opportunity Created Trigger
Click Add New Trigger in the workflow builder.
Select Opportunity Created from the Opportunities section.
(Optional) Update the Workflow Trigger Name.
Step 3: Add Filters (Optional)
Filters restrict which opportunities trigger the workflow.
Available standard filters include:
Assigned to
Has Tag
In Pipeline
Lead Value
Status
You may also filter using Opportunity Custom Fields or Contact Custom Fields.
If no filters are added, every new opportunity will trigger the workflow.
Step 4: Add Workflow Actions
Define what happens after the opportunity is created, such as:
Sending notifications or emails
Updating opportunity or contact fields
Creating tasks or internal alerts
Step 5: Save and Publish
Click Save.
Toggle the workflow to Publish when ready.
Opportunity Changed Trigger
What This Trigger Does
The Opportunity Changed trigger fires whenever an existing opportunity is modified.
This includes changes to:
Status
Pipeline or stage
Assigned user
Custom field values
Step 1: Add the Opportunity Changed Trigger
In the workflow builder, click Add New Trigger.
Select Opportunity Changed from the Opportunities section.
Step 2: Add Filters (Recommended)
Because this trigger runs on any change, filters are strongly recommended.
Common filters include:
Status (e.g., when status changes to Won)
In Pipeline or pipeline stage
Assigned to
Lead Value
Opportunity or Contact Custom Fields
Without filters, the workflow will run on every opportunity update.
Step 3: Add Actions and Publish
Add the actions you want to run when the opportunity changes, then save and publish the workflow.
Common Use Cases
New Opportunity Alert
Trigger: Opportunity Created
Action: Notify sales team and assign owner
Stage-Based Automation
Trigger: Opportunity Changed
Filter: Pipeline Stage = Proposal Sent
Action: Send follow-up email
Reassignment Logic
Trigger: Opportunity Changed
Filter: Lead Value > threshold
Action: Reassign opportunity to senior rep
Common Issues and Fixes
Workflow triggers too often
Add filters to narrow when the trigger runs
Use specific status or pipeline stage conditions
Workflow does not trigger
Confirm the workflow is Published
Ensure the opportunity change matches filter conditions
FAQs
What is the difference between Opportunity Created and Opportunity Changed?
Opportunity Created runs once when the record is first created. Opportunity Changed runs every time an existing opportunity is updated.
Can I run multiple actions from one opportunity trigger?
Yes. You can add multiple actions to the same workflow.
If I move an opportunity to another stage, which trigger should I use?
Use Opportunity Changed and add a filter for the pipeline stage.
Are filters required?
No, but they are strongly recommended to prevent unnecessary workflow runs.