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Pipeline trigger

Stage Changed

Opportunity moves to different stage

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.old_stage} Previous Stage. Pipeline stage the opportunity moved FROM
{trigger.new_stage} New Stage. Pipeline stage the opportunity moved TO
{trigger.pipeline_id} Pipeline ID. ID of the pipeline
{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 Stage Changed 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_stage_changed. See the MCP documentation.

More Pipeline triggers