Action - Update Opportunity

The Update Opportunity action allows you to modify an existing opportunity within your sales pipeline. This action updates either the opportunity that triggered the workflow or an opportunity found via a preceding Find Opportunity step.

This action is particularly useful for modifying opportunity details dynamically, such as adjusting pipeline stages, renaming opportunities, updating opportunity values, or changing other fields based on workflow logic.

In This Article:

Action Description

When triggered, the Update Opportunity action applies specified field changes to the existing opportunity. If the workflow was triggered by an opportunity (e.g., an Opportunity Updated trigger), that opportunity will be updated.

However, if a Find Opportunity step exists in the workflow, it overrides the triggering opportunity, and the action updates the opportunity found in that step instead.

Users can update core fields—like the opportunity’s name, value, pipeline, or stage—and optionally allow an opportunity to move backward in the pipeline if needed. If no valid opportunity exists in the workflow context, this action is skipped.


Action Details

Update Opportunity Action Settings

Value Name

Description

Mandatory
Action Name A unique label to help you identify this step in your workflow. Yes
Opportunity to Update If the workflow was triggered by an opportunity, that opportunity will be updated unless a Find Opportunity step exists, in which case the found opportunity is updated instead. —
Allow Opportunity to Move to Any Previous Stage A toggle that, when enabled, allows the opportunity’s pipeline stage to be updated to a stage before its current stage. If disabled, the opportunity can only be moved forward (or stay in the same stage) in the pipeline. Yes
Fields to Update

Specifies which fields to modify. Examples include:

  • Opportunity Name (e.g., {{contact.first_name}} )
  • Opportunity Value (numeric amount)
  • Pipeline or Pipeline Stage (to move the opportunity to a different pipeline or stage)
 No (but recommended)
Duplicate Opportunity Visible in the UI, but in the context of Update Opportunity, this toggle does not create a new opportunity. It simply has no effect on whether a new record is generated. No

Edge Cases

  • No Opportunity in Context: If the workflow was not triggered by an opportunity and there is no Find Opportunity step, this action will be skipped.
  • Triggering vs. Found Opportunity: If both a triggering opportunity and a Find Opportunity step exist, the Find Opportunity result will be updated, not the triggering opportunity.
  • Backward Stage Movement: If “Allow Opportunity to Move to Any Previous Stage” is off, attempting to update the stage to an earlier position in the pipeline will have no effect.
  • Pipeline or Stage Changes: Updating the pipeline or pipeline stage moves the opportunity to a different part of your sales process dynamically.
  • Ownership: Opportunity ownership is not handled here. Separate actions exist for updating owners or followers.

Example

Scenario: A workflow is triggered when an opportunity's status is updated. The goal is to rename the opportunity, increase its value, and move it to the "Proposal Sent" stage.

  1. Trigger: The workflow is triggered when an opportunity status is changed to "Open."
  2. Action: Find Opportunity
    • Filters:
      • Opportunity Name contains {{contact.email}}
      • Status is “Open.”
  3. Action: Update Opportunity
    • Action Name: “Refresh Opportunity Info”
    • Allow Opportunity to Move to Any Previous Stage: Enabled
    • Opportunity Name: {{contact.first_name}} - Updated Project
    • Opportunity Value: 5000
    • Pipeline Stage: “Proposal Sent”

Behavior:

  • If an opportunity triggered the workflow and no Find Opportunity step exists, the triggering opportunity is updated.
  • If a Find Opportunity step exists, that opportunity is updated instead, overriding the triggering opportunity.
  • If no opportunity is found or available in the workflow, the action is skipped.

To create a new opportunity, visit the article, Action - Create Opportunity.

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