Closed Won Automations

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

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

Step 2: Configure the Trigger

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

Step 3: Add Stage Filter

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

Step 4: Update Company Type

1. Add Update Record action
2. Configure:

Step 5: Create Onboarding Task

1. Add Create Record action
2. Configure:

Step 6: Notify Customer Success

1. Add Send Email action
2. Configure:

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!

Step 7: Confirm to Sales Rep

1. Add another Send Email action
2. Configure:

Step 8: Test and Activate

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

Handling Closed Lost

Create a similar workflow for lost deals:

Trigger

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

Actions

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

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.

Customization Ideas

Keep your other tools up-to-date

• 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

Related

• Workflow Actions
• Send Emails from Workflows