Automation triggers for opportunities

Workflow automations connected to your opportunities eliminate the manual, repetitive work of sales pipeline management. Instead of remembering to follow up when a deal changes stage, send a proposal after a qualification call, or notify a manager about a high-value win — you define those actions once and the HoopAI platform executes them automatically every time the conditions are met. This page covers the opportunity-specific triggers available in the Workflow builder and the actions you can take with them.

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Accessing the Workflow builder

Navigate to Automations > Workflows to create or edit workflows. Click + New Workflow to start from scratch, or use a template if one matches your use case. Each workflow starts with a trigger — the event that starts the automation — followed by one or more actions that run in sequence.

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Opportunity-based triggers

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Opportunity created

Trigger: Fires when a new opportunity record is created, whether manually, via import, or by another automation. Use this trigger to:

• Send an immediate introduction or welcome email to the new lead
• Create an initial follow-up task for the assigned owner
• Add the opportunity to a nurture sequence
• Notify the team when a new deal enters the pipeline

Available filter conditions:

• Pipeline (limit to specific pipeline)
• Stage (only trigger for opportunities starting in a particular stage)
• Assigned user
• Lead value (trigger only for deals above a threshold)
• Tags
• Source

Example: When a new opportunity is created in the “Enterprise Sales” pipeline → send an automated discovery call booking email to the contact → create a task for the assigned rep to follow up within 24 hours.

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Opportunity status changed

Trigger: Fires when an opportunity’s status changes — from Open to Won, Lost, or Abandoned, or any combination. Use this trigger to:

• Send a win notification to the team when a deal is marked Won
• Start a customer onboarding sequence immediately after a Won status
• Trigger a re-engagement sequence when a deal is marked Lost (after a delay)
• Notify the manager when a high-value deal is abandoned
• Remove the contact from a sales sequence when the deal closes

Available filter conditions:

• Status (specify which status change to respond to: Won, Lost, Abandoned)
• Pipeline
• Lead value
• Lost reason (trigger specific workflows based on why the deal was lost)
• Tags
• Assigned user

Example: When status changes to Won → send a “Welcome aboard” email to the contact → create an onboarding task for the customer success team → add a “Customer” tag to the contact record. Example: When status changes to Lost AND lost reason = “Timing not right” → wait 60 days → send a re-engagement email → create a task to follow up by phone.

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Pipeline stage changed

Trigger: Fires when an opportunity moves from one pipeline stage to another, in either direction. This is one of the most powerful triggers because it lets you respond in real time to every meaningful step in your sales process. Use this trigger to:

• Send stage-specific content (proposal template, case studies, pricing sheet) when a deal enters a stage
• Create tasks for the next steps that should happen at each stage
• Notify team members when a deal advances to a stage they care about
• Update contact records based on pipeline progression
• Start or stop time-based follow-up sequences

Available filter conditions:

• Pipeline (limit to a specific pipeline)
• Pipeline stage (specific stage transitions — which stage the opportunity moved into)
• Assigned user
• Lead value
• Tags
• Lost reason (when the stage change includes a move to Lost)
• Status

Example: When stage changes to “Proposal Sent” → send an automated email containing your proposal template link → create a task for the rep to follow up in 3 days if no reply. Example: When stage changes to “Negotiation” AND lead value > $10,000 → add the sales manager as a follower → create a high-priority task for manager review.

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Stale opportunities

Trigger: Fires when an opportunity has had no activity (no stage change, status change, or field edit) for a defined number of days. Use this trigger to:

• Remind the assigned owner that a deal needs attention
• Escalate stale high-value deals to a manager
• Automatically close or abandon deals that have been inactive too long
• Re-engage the contact with an automated outreach attempt

Configuration: Set the inactivity threshold — the number of days without a change that must pass before the trigger fires. Common thresholds: 7 days (weekly check-in), 14 days (bi-weekly escalation), 30 days (monthly clean-up). Available filter conditions:

• Pipeline
• Stage
• Assigned user
• Lead value
• Tags

Example: When opportunity has no activity for 14 days AND status = Open → create a task for the assigned owner with the message “Follow up on stale deal” → send a light re-engagement email to the contact.

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Opportunity-based workflow actions

Once a trigger fires, you can take actions that operate on opportunity records.

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Create opportunity

Creates a new opportunity record with specified values. Use this in non-opportunity-triggered workflows (such as form submissions or tag additions) to automatically generate a deal when a contact enters your pipeline. Configurable fields:

• Pipeline and stage
• Opportunity name (supports dynamic merge tags)
• Status
• Opportunity value (fixed amount or dynamic value from a contact field or form response)
• Source
• Assigned user

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Update opportunity

Modifies fields on an existing opportunity. Requires the workflow to have opportunity context — either triggered by an opportunity event or preceded by a Find Opportunity step. Configurable fields:

• Pipeline
• Stage (with optional allow-backward-movement toggle)
• Status (Open, Won, Lost)
• Opportunity value
• Opportunity name
• Source

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Add follower(s) to opportunity

Adds one or more users as followers on the opportunity. Followers gain view and edit access to the record. Duplicate followers are not added. Maximum of 10 followers per opportunity.

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Remove followers from opportunity

Removes specified users from the follower list on the opportunity.

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Remove opportunity from pipeline

Removes the opportunity from the pipeline it is in. Use with caution — this does not delete the record but removes its pipeline association.

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IF/ELSE conditions

Not an opportunity-specific action, but essential for building branching logic. Use IF/ELSE steps after an opportunity trigger to fork the workflow based on opportunity field values — for example, routing high-value deals differently from low-value ones, or handling different lost reasons with separate follow-up paths.

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Building an opportunity workflow: step-by-step

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Common automation examples

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FAQs