Trigger: Deal Won

The Deal Won trigger fires a workflow the moment a CRM deal is marked won, in any pipeline (or a specific one). It's the ready-made version of the generic stage-changed trigger, pre-filtered for status = won.

When to use it

• Congratulate the sales team in a Team space.
• Kick off customer onboarding (send a WhatsApp welcome template).
• Auto-create a "send invoice" or "activate account" task on a board.
• Tag the contact as "Customer" instead of "Lead".

Requirements

The CRM module (Deals/Pipelines) must be enabled on your workspace.

Filter available

• Specific pipeline (optional; blank = any pipeline).

Variables available

• $trigger.title, $trigger.stage_id (the current stage's ID), $trigger.stage_name, $trigger.status (always "won")
• $trigger.contact_id plus contact variables ($contact.display_name, $contact.email, $contact.company…)
• ⚠️ $trigger.amount and $trigger.pipeline_id — not available on this trigger: the "won" event travels as a stage change, and that payload doesn't include the deal's amount or pipeline (only title, stage, status, and contact). If you use them in a message, the result comes back empty. If you need the amount or pipeline in your automation, look up the deal via a node that queries $record.object_id instead of relying on the trigger variable.

How to build it

1. Go to Workflows → New workflow.
2. Drag a Trigger node → pick Deal Won (under CRM & records).
3. Filter by pipeline if you need to.
4. Add actions: Notify team, Log activity, or chain a delay + welcome message.
5. Save and activate.

Example

Workflow "Celebrate sale": fires on any pipeline → Notify team in "Sales": 🎉 We won {{trigger.title}} from {{contact.display_name}}! (don't include {{trigger.amount}}, it comes back empty today) → Log activity: "Deal closed, start onboarding".

Tips

Start from the ready-made "Celebrate a won deal" template under Workflows → Templates instead of building from scratch.

Troubleshooting

• If you see no runs, confirm the deal was actually moved to "won" from the CRM pipeline, and that the workflow ended up Active after saving.
• If your message shows blank where you expected {{$trigger.amount}} or {{$trigger.pipeline_id}}: that's a known issue, those variables don't travel in the stage-change event that feeds this trigger.