Trigger: Deal Created

What it is

Fires every time a new deal is created in Omnifox's CRM, in any pipeline or a specific one.

When to use it

• Notify the Sales team the moment a new deal comes in.
• Automatically create onboarding or follow-up tasks.
• Send a welcome message to the contact linked to the deal.

Requirements

• CRM module enabled with at least one pipeline configured.
• Workflows enabled.

Available variables

• $trigger.deal_id, $trigger.title, $trigger.amount
• $trigger.stage_id, $trigger.stage_name, $trigger.status (open/won/lost)
• $trigger.pipeline_id, $trigger.contact_id
• $record.object_type, $record.object_id, $record.workspace_id
• $contact.* — the linked contact's data

Configuration (filters)

• Specific pipeline: restrict the trigger to one pipeline; empty = any.

How to set it up

1. Open Workflows → create a new workflow.
2. Open the "CRM & records" category in the trigger palette.
3. Drag "Deal created" onto the canvas.
4. (Optional) Filter by pipeline.
5. Connect the action: Team notification, task, message to the contact.
6. Save and activate the workflow.

Example

A rep creates a $2,500 deal in the "Enterprise Sales" pipeline. The workflow automatically posts to the matching Team channel with $trigger.title, $trigger.amount, and $contact.display_name, and creates a follow-up task for the next 48 hours.

Tips

If you run several pipelines (e.g. Enterprise Sales vs. SMB Sales), duplicate the workflow and filter each one by its pipeline_id to customize the message per deal type.

Troubleshooting

If $contact.* variables come up empty, check the deal actually has a linked contact — a deal with no associated contact leaves those variables blank.