Salt la conținutul principal
When a deal closes, multiple things need to happen: update company status, notify team members, create onboarding tasks. Automate all of this with a single workflow.

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The Problem

When an opportunity moves to “Closed Won”:
  • Company type needs to change from “Prospect” to “Customer”
  • Onboarding tasks need to be created
  • Customer success team needs to be notified
  • Sales rep needs confirmation
Doing this manually is time-consuming and error-prone.

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The Solution

Create a workflow that handles all post-win activities automatically.

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Complete Workflow Setup

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Step 1: Create the Workflow

  1. Go to Settings → Workflows
  2. Click + New Workflow
  3. Name it “Deal Won - Post-Win Automation”

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Step 2: Configure the Trigger

  1. Select Record is Updated
  2. Choose Opportunities
  3. Under “Fields to monitor”, select Stage

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Step 3: Add Stage Filter

  1. Add Filter action
  2. Condition: {{trigger.object.stage}} equals “Closed Won”

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Step 4: Update Company Type

  1. Add Update Record action
  2. Configurați:
CâmpValoare
ObjectCompanii
Record{{trigger.object.company.id}}
TipClient
First Deal Date{{trigger.object.closedAt}}
Proprietarul contului{{trigger.object.owner.id}}

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Step 5: Create Onboarding Task

  1. Add Create Record action
  2. Configurați:
CâmpValoare
ObjectSarcini
TitleOnboarding: {{trigger.object.name}}
AssigneeCustomer Success team member
Due Date3 days from now
PriorityHigh
Related Company{{trigger.object.company.id}}
Related Opportunity{{trigger.object.id}}
DescriptionNew customer onboarding for {{trigger.object.company.name}}. Deal value: {{trigger.object.amount}}

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Step 6: Notify Customer Success

  1. Add Send Email action
  2. Configurați:
CâmpValoare
To[email protected]
Subject🎉 New Customer: {{trigger.object.company.name}}
BodySee example below
Email body example: 
Hi CS Team,

We have a new customer!

Company: {{trigger.object.company.name}}
Deal: {{trigger.object.name}}
Value: {{trigger.object.amount}}
Sales Rep: {{trigger.object.owner.name}}
Close Date: {{trigger.object.closedAt}}

An onboarding task has been created automatically.

Let's give them a great start!

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Step 7: Confirm to Sales Rep

  1. Add another Send Email action
  2. Configurați:
CâmpValoare
To{{trigger.object.owner.email}}
Subject✅ Deal Closed: {{trigger.object.name}}
BodyCongratulations! Your deal has been processed. The customer success team has been notified and onboarding has begun.

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Step 8: Test and Activate

  1. Test by moving a test opportunity to “Closed Won”
  2. Verifică:
    • Company type changed to “Customer”
    • Onboarding task created
    • CS team received email
    • Sales rep received confirmation
  3. Activate when ready

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Handling Closed Lost

Create a similar workflow for lost deals:

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Declanșator

  • Record is Updated (Opportunities, Stage = “Closed Lost”)

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Acțiuni

  1. Create Record: Task for “Lost Deal Analysis”
  2. Update Record: Add lost reason to company record
  3. Send Email: Notify manager of lost deal

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Advanced: Multi-Step Onboarding

For complex onboarding, create multiple tasks: 
export const main = async (params) => {
  const tasks = [
    { title: "Welcome call", daysFromNow: 1, assignee: "CS" },
    { title: "Send onboarding materials", daysFromNow: 2, assignee: "CS" },
    { title: "Technical setup", daysFromNow: 5, assignee: "Support" },
    { title: "30-day check-in", daysFromNow: 30, assignee: "CS" }
  ];

  return { tasks };
};
Use Iterator to create each task from the array.

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Customization Ideas

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Keep your other tools up-to-date

  • Create customer in billing system with an HTTP Request

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Conditional Actions

Use Filter actions to:
  • Different onboarding for enterprise vs SMB
  • Different assignees based on region
  • Skip notifications for small deals

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Include Deal Details

Use Code action to format:
  • Deal summary documents
  • Handoff notes for CS team
  • Custom onboarding checklists