Opportunity Status Changed Workflow Trigger in Sparkforge
The Opportunity Status Changed trigger runs a workflow when an opportunity moves between statuses (Open, Won, Lost, etc.). Filter by pipeline, stage, lead value, tags, or assigned owner.
The Opportunity Status Changed trigger fires a workflow when an opportunity in your CRM moves between statuses — Open, Won, Lost, Abandoned, etc. It is the workhorse trigger for sales handoffs, invoicing kickoffs, and lost-deal follow-up.
What the trigger does
Whenever an opportunity's status changes, the workflow evaluates the configured filters and runs if they match. You can scope by pipeline, stage, lead value, tags, assigned user, source status, and target status.
Why use it
- Real-time sales alerts — notify the team the moment a deal closes or stalls.
- Less manual ops — auto-update CRM fields and kick off downstream tasks.
- Targeted routing — filter by pipeline and stage for clean, precise automation.
- Faster handoffs — invoicing, fulfillment, and onboarding start the moment status changes.
Configure the trigger
- Open the workflow builder — Automation section in Sparkforge.
- Add the trigger — click + Add New Trigger and pick Opportunity Status Changed.
- Name it — something like Opportunity Won Notification.
- Configure filters — see the table below.
- Save and test — run sample data through, then flip the Publish toggle.
Available filters
| Filter | Use |
|---|---|
| Assigned To | Limit to opportunities owned by a specific user or team. |
| Tag | Match by tag using Equals to / Not equals to / Any of / None of. Stack multiple Tag filters for advanced include/exclude logic. |
| In Pipeline | Limit to opportunities in a specific pipeline. |
| Lead Value | Set minimum or maximum opportunity value. |
| Moved From Status | Original status before the change. |
| Moved To Status | New status after the change. |
| Pipeline Stage | Specific stage within a pipeline. |
Use cases
Closed-won notification
Filter: Moved From Status = Negotiation, Moved To Status = Closed Won. The workflow congratulates the rep, kicks invoicing to finance, and updates the CRM.
Lost-deal follow-up
Filter: Tag = High Priority, Moved To Status = Lost. The workflow emails the prospect for feedback and pings the account manager.
Pipeline stage handoff
Filter: In Pipeline = Enterprise Deals, Pipeline Stage = In Review. The workflow notifies the sales manager and assigns a review task.
Frequently Asked Questions
Does the trigger fire for every status change?
Can I trigger only on status changes within one pipeline?
How do tag filters with Any of / None of work?
Does the trigger fire on automatic status changes?
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