Feature Request: Trigger based on Opportunity Custom Field Changes
A
Adam Frumkin
Currently you can't trigger based on custom field changes at the opportunity level. Can this be added?
Log In
J
Jen Anne
You’ll want to use the trigger “Opportunity Changed” or “Opportunity Created” without adding any additional rules to the trigger itself.
Next, add a Filter (IF / ELSE). Within the filter rules, reference the opportunity’s custom field as the condition for one of the branches.
• Qualified branch: Add your filter rules here — this is where the actions
for qualified leads will run.
• Default branch (“NONE”): Leave this branch with no actions or simply
set it to “Remove from Workflow.”
Because the workflow is repeatable, every change to an opportunity (if using the trigger "Opportunity Changed") will re-trigger the automation. Disqualified leads (those not meeting the OPP's custom field rules) will hit the default branch and exit quickly with no action taken. Qualified leads, however, will follow the action path you’ve defined.