WorkflowsOfficial

Deal Stage Progression Automator Template

The Deal Stage Progression Automator Template below is free to preview and install in Zealos. When a deal changes stage, analyze context, create tasks for the new stage, and notify the team.

by Zealos

Workflow steps

Trigger: Event: deal_stage_changed
  1. 1Deal Stage Changedtrigger
  2. 2Deal Analyzeragent
  3. 3conditioncondition
  4. 4create_taskaction
  5. 5create_pageaction

Tags

event

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