Opportunity Created

Start a workflow whenever a new opportunity is created in Salesforce. It appears as Opportunity Created in the workflow builder.

What It Does

Watches Salesforce for new opportunities and starts the workflow as soon as one is created, passing along the opportunity's identity and the account it belongs to.

When To Use It

Use this to trigger deal kickoff tasks, internal notifications, or CRM enrichment the moment a new opportunity is opened in Salesforce. If you need to react to changes on an existing opportunity instead, such as a stage change, use Opportunity Updated.

Configuration

This trigger has no configurable fields. It fires for every new opportunity.

Outputs

The node passes these values downstream. Check the Outputs tab on the configured node to confirm exact paths.

Variable	Type	Description	Example
`company`	`object`	A reference to the company that the opportunity is associated with in AskElephant	`{{nodeId.company}}`
`company.id`	`string`		`{{nodeId.company.id}}`
`opportunityId`	`string`		`{{nodeId.opportunityId}}`
`opportunityName`	`string`		`{{nodeId.opportunityName}}`
`stageName`	`string`		`{{nodeId.stageName}}`

Example Workflow

A new opportunity is created in Salesforce. This trigger fires, and the workflow posts a summary to the deal team's Slack channel with the opportunity name and account.

Opportunity Updated
Update Opportunity
Add Note to Opportunity

Need More Help?

Reach the AskElephant support team by:

clicking the Support tab on the right side of your screen,
emailing [email protected],
or using @askelephant support in your dedicated Slack channel.