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How to automate deal stage transitions

In this how-to guide, you'll learn to automate deal stage transitions by setting up event triggers, applying conditions, and sending email notifications based on changes in deal…

victoriaworkflowsvictoriaworkflows
·48 steps·59 views·Published

In this how-to guide, you'll learn to automate deal stage transitions by setting up event triggers, applying conditions, and sending email notifications based on changes in deal stages. Follow the step-by-step instructions to streamline your workflow and enhance communication with your team.

Step-by-step Guide48 steps

  1. Click Automation

    Click Automation
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  2. Click Event triggerStart automation when an event occurs

    Click Event triggerStart automation when an event occurs
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  3. Click Select item

    Click Select item
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  4. Click Deal

    Click Deal
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  5. Click Updated

    Click Updated
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  6. Click Apply trigger

    Click Apply trigger
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  7. Click Instant conditionOnly continue automation if the condition is met

    Click Instant conditionOnly continue automation if the condition is met
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  8. Click Add custom condition

    Click Add custom condition
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  9. Click Deal stage

    Click Deal stage
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  10. Click Select comparator

    Click Select comparator
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  11. Click has changed to

    Click has changed to
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  12. Click on "Click here."

    Click on "Click here."
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  13. Click Qualified

    Click Qualified
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  14. Click Apply conditions

    Click Apply conditions
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  15. Click on "Click here."

    Click on "Click here."
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  16. Click on "Click here."

    Click on "Click here."
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  17. Click Send email using template

    Click Send email using template
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  18. Click Next

    Click Next
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  19. Click on "Click here."

    Click on "Click here."
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  20. Click on "Click here."

    Click on "Click here."
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  21. Click Next

    Click Next
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  22. Click on "Click here."

    Click on "Click here."
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  23. Click Deal contact person email

    Click Deal contact person email
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  24. Click on "Click here."

    Click on "Click here."
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  25. Click Intro template

    Click Intro template
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  26. Click on "Click here."

    Click on "Click here."
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  27. Click on "Click here."

    Click on "Click here."
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  28. Click Deal contact person

    Click Deal contact person
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  29. Click Yes

    Click Yes
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  30. Click on "Click here."

    Click on "Click here."
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  31. Click Yes

    Click Yes
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  32. Click Apply action

    Click Apply action
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  33. Click on "Click here."

    Click on "Click here."
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  34. Click on "Click here."

    Click on "Click here."
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  35. Click Update deal fields

    Click Update deal fields
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  36. Click Next

    Click Next
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  37. Click on "Click here."

    Click on "Click here."
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  38. Click Next

    Click Next
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  39. Click on "Click here."

    Click on "Click here."
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  40. Click Deal

    Click Deal
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  41. Click on "Click here."

    Click on "Click here."
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  42. Click Demo Scheduled

    Click Demo Scheduled
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  43. Click Apply action

    Click Apply action
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  44. Click Save

    Click Save
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  45. Click on "Click here."

    Click on "Click here."
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  46. Press a

  47. Type "Qualified to Demo Scheduled Au..." in Untitled 01/22/2026 17:09:05

  48. Click on "Click here."

    Click on "Click here."
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