# Workflow Trigger - Opportunity Created

> The Opportunity Created trigger allows users to automate workflows when a new opportunity is created in the system. This trigger is valuable for…

- Source: https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-triggers/workflow-trigger-opportunity-created
- Section: Workflows / Opportunity Workflow Triggers
- Reading time: 2 min
- Images: 1, each explained below

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The **Opportunity Created trigger** allows users to automate workflows when a new opportunity is created in the system. This trigger is valuable for automating actions like notifications, follow-ups, and task assignments based on the creation of a new sales opportunity in your pipeline.

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**TABLE OF CONTENTS**

-   [Trigger Name: Opportunity Created Trigger](#trigger-name-opportunity-created-trigger)[](#trigger-description)
-   [Trigger Description](#trigger-description)[](#trigger-details)
-   [Trigger Details](#trigger-details)
-   [How to Configure](#how-to-configure)
-   [Example](#example)

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## **Trigger Name:** **Opportunity Created Trigger**

### **Trigger Description**

The Opportunity Created trigger is activated when a new opportunity is created in the system. This allows you to automate processes such as assigning tasks, notifying team members, or updating the status based on opportunity characteristics such as pipeline stage, lead value, or the assigned user.

### **Trigger Details**

<table border="1" cellpadding="0" cellspacing="0" dir="ltr" style="width: 0px"><colgroup><col width="100"><col width="506"><col width="119"></colgroup><tbody><tr><td style="vertical-align: bottom; text-align: center">Field Name</td><td style="vertical-align: bottom; font-weight: normal; text-align: center">Description</td><td style="vertical-align: bottom; font-weight: normal; text-align: center">Mandatory</td></tr><tr><td style="vertical-align: bottom; white-space: normal">Assigned To</td><td style="vertical-align: bottom; white-space: normal">The user assigned to the opportunity</td><td style="vertical-align: bottom; font-weight: normal; white-space: normal">No</td></tr><tr><td style="vertical-align: bottom; white-space: normal">Has Tag</td><td style="vertical-align: bottom; white-space: normal">Filter opportunities based on specific tags</td><td dir="ltr" style="vertical-align: bottom; font-weight: normal; white-space: normal">No</td></tr><tr><td style="vertical-align: bottom; white-space: normal">In Pipeline</td><td style="vertical-align: bottom; white-space: normal">Select the pipeline to track the opportunity</td><td dir="ltr" style="vertical-align: bottom; font-weight: normal; white-space: normal">No</td></tr><tr><td style="vertical-align: bottom; white-space: normal">Lead Value</td><td style="vertical-align: bottom; white-space: normal">The monetary value associated with the lead</td><td dir="ltr" style="vertical-align: bottom; font-weight: normal; white-space: normal">No</td></tr><tr><td style="vertical-align: bottom; white-space: normal">Lost Reason</td><td style="vertical-align: bottom; white-space: normal">The reason provided for marking an opportunity as lost</td><td dir="ltr" style="vertical-align: bottom; font-weight: normal; white-space: normal">No</td></tr><tr><td style="vertical-align: bottom; white-space: normal">Status</td><td style="vertical-align: bottom; white-space: normal">The current status of the opportunity (New, Open, etc.)</td><td dir="ltr" style="vertical-align: bottom; font-weight: normal; white-space: normal">No</td></tr></tbody></table>

![Trigger Details (image 1 of 1)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033069568/original/_veN8lgt5BolbVsdYDxR3sw3dRYxUnbLWg.png)

**Trigger Details (image 1 of 1)**

This screenshot appears in the "Trigger Details" section of "Workflow Trigger - Opportunity Created". The text alongside this image reads: Field Name Description Mandatory Assigned To The user assigned to the opportunity No Has Tag Filter opportunities based on specific tags No In Pipeline Select the pipeline to track the opportunity No Lead Value The monetary value associated with the lead No Lost Reason The reason provided for…. Immediately after, the guide continues: Operator Description Equals to Matches the exact value Greater than Value should be greater than the input Less than Value should be less than the input Contains Value contains the given string Is Empty The field is empty Is Not Empty The….
- What to choose: Field Name Description Mandatory Assigned To The user assigned to the opportunity No Has Tag Filter opportunities based on specific tags No In Pipeline Select the pipeline to track the opportunity No Lead Value The monetary value associated with the lead No Lost Reason The reason provided for marking an opportunity as lost No Status The current status of the opportunity (New, Open, etc.) No
- Next: Operator Description Equals to Matches the exact value Greater than Value should be greater than the input Less than Value should be less than the input Contains Value contains the given string Is Empty The field is empty Is Not Empty The field is not empty

<table border="1" cellpadding="0" cellspacing="0" dir="ltr" style="width: 100%"><colgroup><col width="152"><col width="390"></colgroup><tbody><tr><td style="vertical-align: bottom; text-align: center">Operator</td><td style="vertical-align: bottom; font-weight: normal; text-align: center">Description</td></tr><tr><td style="vertical-align: bottom; white-space: normal">Equals to</td><td style="vertical-align: bottom; white-space: normal">Matches the exact value</td></tr><tr><td style="vertical-align: bottom; white-space: normal">Greater than</td><td style="vertical-align: bottom; white-space: normal">Value should be greater than the input</td></tr><tr><td style="vertical-align: bottom; white-space: normal">Less than</td><td style="vertical-align: bottom; white-space: normal">Value should be less than the input</td></tr><tr><td style="vertical-align: bottom; white-space: normal">Contains</td><td style="vertical-align: bottom; white-space: normal">Value contains the given string</td></tr><tr><td style="vertical-align: bottom; white-space: normal">Is Empty</td><td style="vertical-align: bottom; white-space: normal">The field is empty</td></tr><tr><td style="vertical-align: bottom; white-space: normal">Is Not Empty</td><td style="vertical-align: bottom; white-space: normal">The field is not empty</td></tr></tbody></table>

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## **How to Configure**  

-   **Select Trigger**: In the workflow builder, choose _Opportunity Created_ as your trigger.
    
-   **Assign a Trigger Name**: Give the trigger a meaningful name, such as “High Value Lead Opportunity Created.”
    
-   **Filters**:
    
    -   **Assigned To**: Filter opportunities based on which user it’s assigned to.
    -   **Pipeline**: Filter opportunities in specific pipelines.
    -   **Lead Value**: Set criteria based on the opportunity’s monetary value.
-   **Tag:** Use Tag filters to include/exclude opportunities by tags. Tag supports multi-select operators (Equals to / Not equals to / Any of / None of) and you can add multiple Tag filters for advanced rules.  
    
-   **Add Multiple Filters**: If necessary, apply additional filters by clicking **Add filters** and selecting the desired fields and conditions.
    

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## **Example**

**Scenario**: You want to notify the sales manager when a new opportunity with a lead value greater than $10,000 is created in the pipeline.

-   **Trigger**: Opportunity Created
-   **Filter**: Lead Value greater than $10,000
-   **Action**: Notify the sales manager

This setup ensures that significant opportunities are flagged and acted upon promptly by notifying key stakeholders.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com