Pipeline automations and stage triggers

Every move on a Pipeline AI board can fire a workflow. Use this to send confirmations, assign tasks, swap owners, or alert a manager.

Common patterns

• When stage = Demo Booked → send the prep email and add the prospect to a Slack channel.
• When stage = Proposal Sent → start a 4-step follow-up cadence.
• When stage = Won → trigger an OpenPay invoice, send the welcome email, and create an onboarding pipeline opportunity.
• When stage = Lost → ask for the reason, tag accordingly, and add to a 90-day re-engagement workflow.
• When idle in a stage for 7 days → notify the owner; after 14 days, escalate.

Build one in two minutes

1. 1
   Open Automation → New Workflow

   Pick "Start from scratch."
2. 2
   Choose the trigger

   Select "Pipeline Stage Changed" and pick the pipeline + stage.
3. 3
   Add actions

   Send SMS, send email, add task, assign user, etc.
4. 4
   Publish

   Toggle the workflow to Publish in the top right.