Documentation Index
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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.
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.
The Solution
Create a workflow that handles all post-win activities automatically.
Complete Workflow Setup
Step 1: Create the Workflow
- Go to Settings → Workflows
- Click + New Workflow
- Name it “Deal Won - Post-Win Automation”
- Select Record is Updated
- Choose Opportunities
- Under “Fields to monitor”, select Stage
Step 3: Add Stage Filter
- Add Filter action
- Condition:
{{trigger.object.stage}} equals “Closed Won”
Step 4: Update Company Type
- Add Update Record action
- Configure:
| Field | Value |
|---|
| Object | Companies |
| Record | {{trigger.object.company.id}} |
| Type | Customer |
| First Deal Date | {{trigger.object.closedAt}} |
| Account Owner | {{trigger.object.owner.id}} |
Step 5: Create Onboarding Task
- Add Create Record action
- Configure:
| Field | Value |
|---|
| Object | Tasks |
| Title | Onboarding: {{trigger.object.name}} |
| Assignee | Customer Success team member |
| Due Date | 3 days from now |
| Priority | High |
| Related Company | {{trigger.object.company.id}} |
| Related Opportunity | {{trigger.object.id}} |
| Description | New customer onboarding for {{trigger.object.company.name}}. Deal value: {{trigger.object.amount}} |
Step 6: Notify Customer Success
- Add Send Email action
- Configure:
| Field | Value |
|---|
| To | customer-success@yourcompany.com |
| Subject | 🎉 New Customer: {{trigger.object.company.name}} |
| Body | See example below |
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!
Step 7: Confirm to Sales Rep
- Add another Send Email action
- Configure:
| Field | Value |
|---|
| To | {{trigger.object.owner.email}} |
| Subject | ✅ Deal Closed: {{trigger.object.name}} |
| Body | Congratulations! Your deal has been processed. The customer success team has been notified and onboarding has begun. |
Step 8: Test and Activate
- Test by moving a test opportunity to “Closed Won”
- Verify:
- Company type changed to “Customer”
- Onboarding task created
- CS team received email
- Sales rep received confirmation
- Activate when ready
Handling Closed Lost
Create a similar workflow for lost deals:
Trigger
- Record is Updated (Opportunities, Stage = “Closed Lost”)
Actions
- Create Record: Task for “Lost Deal Analysis”
- Update Record: Add lost reason to company record
- Send Email: Notify manager of lost deal
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 };
};
Customization Ideas
- Create customer in billing system with an HTTP Request
Conditional Actions
Use Filter actions to:
- Different onboarding for enterprise vs SMB
- Different assignees based on region
- Skip notifications for small deals
Include Deal Details
Use Code action to format:
- Deal summary documents
- Handoff notes for CS team
- Custom onboarding checklists
