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Pipeline trigger

Opportunity Created

New opportunity is created

Starts a workflow when this happens.

Business plan and up

Variables this trigger adds

Use these in any later step, alongside the usual lead, agency and date variables.

{trigger.pipeline_id} Pipeline ID. ID of the pipeline the opportunity was created in
{trigger.stage_id} Stage ID. ID of the initial stage
{trigger.value} Deal Value. Monetary value of the opportunity
{lead.name} Contact Name. Contact's name (from lead record)
{lead.username} Contact Username. Contact's @username (from lead record)

How to add it

  1. Open Workflows in the app and create or open a workflow.
  2. Click the trigger at the top and pick Opportunity Created under Pipeline.
  3. Fill in its settings, then save and turn the workflow on.

For the API and MCP

When you build workflows through the Inflowave API or the MCP server, this trigger is opportunity_created. See the MCP documentation.

More Pipeline triggers