You can incorporate automation when a deal is moved into or out of a particular stage in your Pipeline.
- Drag the Pipeline Stage Moved object onto the canvas
- Configure which stage you're either moving into or out of. In this example, I want to add automation when someone moves into the Quote Accepted stage from the Consulting Packages pipeline.
- Click Save
- Now, just start adding processes that will run when this stage change occurs.
- Keep adding more Pipeline Stage moved goals onto the canvas to meet all of your automation needs.
- Now, Publish your automation.
- You can now start moving a deal through the pipeline to test out your automation.
Pro-Tip: If the goal is selected to trigger when a Deal is moved ‘Into’ a stage, it won’t trigger when creating a Deal in that stage either manually or through Easy/Advanced automation. The Deal must instead be moved from another stage into that stage to trigger the goal. For a solution that will trigger based on the Deal's starting stage, you can use an Easy Automation 'Deal enters stage' trigger.
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