{"id":958,"date":"2026-03-14T07:40:09","date_gmt":"2026-03-14T07:40:09","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&#038;p=958"},"modified":"2026-03-14T07:40:09","modified_gmt":"2026-03-14T07:40:09","password":"","slug":"automating-opportunities","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/Supports\/automating-opportunities\/","title":{"rendered":"Automating Opportunities"},"content":{"rendered":"<h3 id=\"Step-1:-Identify-Repetitive-Tasks\" dir=\"ltr\"><strong dir=\"ltr\">Step 1: Identify Repetitive Tasks<\/strong><\/h3>\n<ul>\n<li>\n<div class=\"ql-block\" dir=\"ltr\" data-block-id=\"block-0801a83d-82c4-42dc-9c55-31b4686e89d7\">Start by identifying tasks or processes within your sales workflow that are repetitive and time-consuming. These could include tasks such as sending follow-up emails, assigning leads to team members, scheduling appointments, or updating opportunity statuses.<br \/>\n<img decoding=\"async\" class=\"fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155010156952\/original\/KhO2gWjWScXA-SzbbcTttt7UT7HXchMFlg.png?1697438139\" alt=\"brwghjbwhjtghbwrtkghwbthgbhrwktgrwthbgrtwg\" data-attachment=\"[object Object]\" data-id=\"155010156952\" data-index=\"0\" \/><\/div>\n<\/li>\n<\/ul>\n<h3 id=\"Step-2:-Design-Automated-Workflows\" dir=\"ltr\"><strong dir=\"ltr\">Step 2: Design Automated Workflows<\/strong><\/h3>\n<ul>\n<li>\n<p dir=\"ltr\">Navigate to the &#8220;Automations&#8221; section in your OneSystemCrm dashboard.<\/p>\n<\/li>\n<li>\n<p dir=\"ltr\">Click on &#8220;Workflows&#8221; to access the workflow builder.<\/p>\n<\/li>\n<li>\n<p dir=\"ltr\">Click on &#8220;Create New Workflow&#8221; to start building your automated workflow.<\/p>\n<\/li>\n<li>\n<p dir=\"ltr\">Give your workflow a descriptive name that reflects its purpose.<\/p>\n<p dir=\"ltr\"><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155021665988\/original\/J7nioiGa09D789uxeoQ_rFusROla3twvYQ.png?1709034966\" data-attachment=\"[object Object]\" data-id=\"155021665988\" data-index=\"1\" \/><\/p>\n<\/li>\n<\/ul>\n<h3 id=\"Step-3:-Choose-a-trigger-event.\u00a0\" dir=\"ltr\"><strong dir=\"ltr\">Step 3: Choose a trigger event.\u00a0<\/strong><\/h3>\n<p dir=\"ltr\">This could be an action taken by a lead, such as filling out a form, clicking on a link, or reaching a certain stage in the sales pipeline.<\/p>\n<h4 id=\"\" class=\"ql-block\" dir=\"ltr\" data-block-id=\"block-0801a83d-82c4-42dc-9c55-31b4686e89d7\"><\/h4>\n<h4 id=\"Opportunity-triggers\" class=\"ql-block\" dir=\"ltr\" data-block-id=\"block-0801a83d-82c4-42dc-9c55-31b4686e89d7\"><strong dir=\"ltr\"><span dir=\"ltr\">Opportunity triggers<\/span><\/strong><\/h4>\n<p dir=\"ltr\"><strong>1. Opportunity status changed :\u00a0<\/strong>Trigger a workflow on the basis of updating an opportunity&#8217;s status. Opportunities can be filtered on the basis of any of the standard or custom fields linked to that opportunity.<strong dir=\"ltr\"><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155021666627\/original\/ei9zp4_EHZ1Z-hGuW6almLWjBUNdcsk6ew.png?1709035117\" data-attachment=\"[object Object]\" data-id=\"155021666627\" data-index=\"2\" \/><\/strong><\/p>\n<p dir=\"ltr\"><strong>2. Opportunity Created:<\/strong>\u00a0Triggering workflows on the basis of creation of an opportunity. This trigger can be filtered on the basis of any standard or custom field linked to the opportunity being created.<\/p>\n<div class=\"ql-block\" dir=\"ltr\" data-block-id=\"block-0801a83d-82c4-42dc-9c55-31b4686e89d7\"><strong><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155021667096\/original\/d_hxWB0vd-XSz-pD3-1xoJNvRNqyQ3Rbiw.png?1709035248\" data-attachment=\"[object Object]\" data-id=\"155021667096\" data-index=\"3\" \/><\/strong><\/div>\n<p dir=\"ltr\"><strong dir=\"ltr\">3. Opportunity Status Changed:\u00a0<\/strong>Filters opportunities where there has been a change in status<\/p>\n<p dir=\"ltr\"><strong dir=\"ltr\"><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155021667978\/original\/XW2G-kzsr091xEeRj-VkstOktx8rivwxXw.jpeg?1709035592\" data-attachment=\"[object Object]\" data-id=\"155021667978\" data-index=\"4\" \/><\/strong><\/p>\n<p dir=\"ltr\"><strong dir=\"ltr\">4. Stale Opportunities:\u00a0<\/strong>Filter opportunities where there has been no change for &lt;X&gt; days and these opportunities can also be filtered basis different standard and custom fields.<\/p>\n<p dir=\"ltr\"><strong dir=\"ltr\"><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155021667948\/original\/sAE7q5SfCU2-8JIUUyUZMSl8ei9ClDHS4w.jpeg?1709035579\" data-id=\"155021667948\" data-attachment=\"[object Object]\" data-index=\"5\" \/><\/strong><\/p>\n<p dir=\"ltr\"><strong>5. Pipeline Stage Changed:\u00a0<\/strong>Workflows can be triggered when a pipeline stage is changed and these can also be filtered based on multiple opportunity standard and custom fields.<\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155021668117\/original\/ZpZSVBPbx6b8hFgLgRXNFUwd1GFhGEEOLg.png?1709035662\" data-attachment=\"[object Object]\" data-id=\"155021668117\" data-index=\"6\" \/><\/p>\n<h3 id=\"Step-4:-Add-Workflow-Actions\" dir=\"ltr\"><strong dir=\"ltr\">Step 4: Add Workflow Actions<\/strong><\/h3>\n<p dir=\"ltr\">Add actions to the workflow that will be performed automatically when the trigger event and conditions are met. These actions could include finding an opportunity linked to a contact, creating a new opportunity, updating opportunities and so many more.<\/p>\n<p dir=\"ltr\">Find the complete list of actions and how they work\u00a0<a href=\"https:\/\/help.gohighlevel.com\/en\/support\/solutions\/folders\/155000000755\">here<\/a><\/p>\n<p dir=\"ltr\"><strong dir=\"ltr\">1. Create Opportunity:\u00a0<\/strong>Allows you to create opportunities with the mentioned values for the opportunity that gets triggered.<br \/>\nYou can update multiple fields like: Pipeline, Pipeline Stage, Opportunity Name, Opportunity Source, and also Opportunity Status along with Lost reason, and many more.<\/p>\n<p dir=\"ltr\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155049128472\/original\/PdvVPLQhdichoAHpFm5zPbgyjvYuIAyeGA.png?1751355397\" data-attachment=\"[object Object]\" data-id=\"155049128472\" data-index=\"7\" \/><\/p>\n<p dir=\"ltr\"><strong dir=\"ltr\">2. Remove Opportunities:\u00a0<\/strong>Allows you to remove the filtered out opportunity from a certain pipeline.<\/p>\n<p dir=\"ltr\"><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155021669415\/original\/cYDjXPDEbllY9A40s98f4468krYYBJV9Rw.png?1709036119\" data-attachment=\"[object Object]\" data-id=\"155021669415\" data-index=\"8\" \/><\/p>\n<p dir=\"ltr\"><strong dir=\"ltr\">3. IF\/ELSE:\u00a0<\/strong>You can also fork the workflow basis a certain condition. Please note you can only use opportunity fields in the filter if you have an opportunit<span dir=\"ltr\">y-based trigger in the workflow. All standard and custom fields can be used to filter the branch in this stage.<\/span><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155021669650\/original\/5rgwh_s9XpHIew2e7FHP7zCbDqieglIdsQ.png?1709036227\" data-attachment=\"[object Object]\" data-id=\"155021669650\" data-index=\"9\" \/><\/p>\n<p><strong dir=\"ltr\">Step 5: Test and Refine<\/strong><\/p>\n<ul>\n<li>Once you&#8217;ve created your automated workflow, test it to ensure that it functions as intended.<\/li>\n<li>Trigger the workflow using test leads or dummy data, and verify that each action is performed correctly.<\/li>\n<li>Monitor the workflow&#8217;s performance and gather feedback from team members to identify any areas for improvement.<\/li>\n<li dir=\"ltr\">Make any necessary adjustments or refinements to the workflow based on testing and feedback.<\/li>\n<\/ul>\n<p><strong dir=\"ltr\">Step 6: Activate the Workflow<\/strong><\/p>\n<ol>\n<li>Once you&#8217;re satisfied with the performance of your automated workflow, activate it to start automating your sales processes.<\/li>\n<li dir=\"ltr\">OneSystemCrm will automatically trigger the workflow whenever the specified conditions are met, ensuring that repetitive tasks are handled efficiently and consistently.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Step 1: Identify Repetitive Tasks Start by identifying tasks or processes within your sales workflow that are repetitive and time-consuming. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[42,16],"doc_tag":[],"class_list":["post-958","docs","type-docs","status-publish","hentry","doc_category-opportunities-module-interactions","doc_category-pipelines-opportunities"],"year_month":"2026-07","word_count":515,"total_views":"22","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Opportunities Module Interactions","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/opportunities-module-interactions\/"},{"term_name":"Pipelines &amp; Opportunities","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/pipelines-opportunities\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/958","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=958"}],"version-history":[{"count":1,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/958\/revisions"}],"predecessor-version":[{"id":959,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/958\/revisions\/959"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=958"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=958"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=958"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}