Search Opportunity by Stage

Look up a Salesforce opportunity on an account by its stage. Use this to find the active deal record you need before updating it or referencing it later in a workflow.

What It Does

Searches Salesforce for an opportunity tied to the account you specify, filtered by the stage you provide, and returns its ID, name, and stage.

When To Use It

Use this when a workflow needs to find a specific opportunity by its current stage before acting on it, such as locating the deal that is currently in Negotiation on an account. If you need to find an opportunity by its primary contact instead of by stage, use Search Opportunity by Primary Contact.

Configuration

Configure the node with these settings:

Field	What it controls
Account	The account the opportunity is associated with. Required.
Opportunity Stage	The stage to search for. Required.

Outputs

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

Variable	Type	Description	Example
`salesforceOpportunityId`	`string`	The ID of the opportunity in Salesforce	`{{nodeId.salesforceOpportunityId}}`
`salesforceOpportunityName`	`string \| null`		`{{nodeId.salesforceOpportunityName}}`
`salesforceOpportunityStage`	`string \| null`		`{{nodeId.salesforceOpportunityStage}}`

Example Workflow

A workflow searches an account for the opportunity in the Proposal stage, then feeds the returned opportunity ID into Add Note to Opportunity to log a summary of a pricing call.

Search Opportunity by Primary Contact
Update Opportunity
Add Note to Opportunity

Need More Help?

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clicking the Support tab on the right side of your screen,
emailing [email protected],
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