# Automating Opportunities > Automating opportunities in GHL Customer Care is a straightforward process that can be accomplished using the platform's powerful workflow builder. Follow… - Source: https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/opportunities-module-interactions/automating-opportunities - Section: Opportunities & Pipelines / Opportunities Module Interactions - Reading time: 3 min - Images: 10, each explained below - Modified on Tue, 1 Jul, 2025 at 2:36 AM --- Automating opportunities in GHL Customer Care is a straightforward process that can be accomplished using the platform's powerful workflow builder. Follow these steps to automate your sales processes and streamline your workflow: **In this Article:** - [Step 1: Identify Repetitive Tasks](#step-1-identify-repetitive-tasks) - [Step 2: Design Automated Workflows](#step-2-design-automated-workflows) - [Step 3: Choose a trigger event.](#step-3-choose-a-trigger-event)  - [Opportunity triggers](#opportunity-triggers) - [Step 4: Add Workflow Actions](#step-4-add-workflow-actions) --- ### **Step 1: Identify Repetitive Tasks** - 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. ![brwghjbwhjtghbwrtkghwbthgbhrwktgrwthbgrtwg](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010156952/original/KhO2gWjWScXA-SzbbcTttt7UT7HXchMFlg.png) **Step 1 of 1: Start by identifying tasks or processes within your sales workflow…** This screenshot accompanies step 1 of 1 in the "Step 1: Identify Repetitive Tasks" section of "Automating Opportunities". At this point in the walkthrough you 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. - What this covers: 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. ### **Step 2: Design Automated Workflows** - Navigate to the "Automations" section in your GHL Customer Care dashboard. - Click on "Workflows" to access the workflow builder. - Click on "Create New Workflow" to start building your automated workflow. - Give your workflow a descriptive name that reflects its purpose. ![Step 4 of 4: Give your workflow a descriptive name that reflects its purpose](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155021665988/original/J7nioiGa09D789uxeoQ_rFusROla3twvYQ.png) **Step 4 of 4: Give your workflow a descriptive name that reflects its purpose** This screenshot accompanies step 4 of 4 in the "Step 2: Design Automated Workflows" section of "Automating Opportunities". At this point in the walkthrough you give your workflow a descriptive name that reflects its purpose. - What this covers: Give your workflow a descriptive name that reflects its purpose. Full procedure: 1. Navigate to the "Automations" section in your GHL Customer Care dashboard. 2. Click on "Workflows" to access the workflow builder. 3. Click on "Create New Workflow" to start building your automated workflow. 4. Give your workflow a descriptive name that reflects its purpose. <- this image ### **Step 3: Choose a trigger event.**  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. #### **Opportunity triggers** **1\. Opportunity status changed :** Trigger a workflow on the basis of updating an opportunity's status. Opportunities can be filtered on the basis of any of the standard or custom fields linked to that opportunity. ![Opportunity triggers (image 3 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155021666627/original/ei9zp4_EHZ1Z-hGuW6almLWjBUNdcsk6ew.png) **Opportunity triggers (image 3 of 10)** This screenshot appears in the "Opportunity triggers" section of "Automating Opportunities". The text alongside this image reads: 1. Opportunity status changed: Trigger a workflow on the basis of updating an opportunity's status. Opportunities can be filtered on the basis of any of the standard or custom fields linked to that opportunity. Immediately after, the guide continues: 2. Opportunity Created: Triggering 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. - What this covers: 1. Opportunity status changed: Trigger a workflow on the basis of updating an opportunity's status. Opportunities can be filtered on the basis of any of the standard or custom fields linked to that opportunity. - Next: 2. Opportunity Created: Triggering 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. **2\. Opportunity Created:** Triggering 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. ** ![Opportunity triggers (image 4 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155021667096/original/d_hxWB0vd-XSz-pD3-1xoJNvRNqyQ3Rbiw.png) **Opportunity triggers (image 4 of 10)** This screenshot appears in the "Opportunity triggers" section of "Automating Opportunities". The text alongside this image reads: 2. Opportunity Created: Triggering 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. Immediately after, the guide continues: 3. Opportunity Status Changed: Filters opportunities where there has been a change in status. - What this covers: 2. Opportunity Created: Triggering 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. - Next: 3. Opportunity Status Changed: Filters opportunities where there has been a change in status ** **3\. Opportunity Status Changed:** Filters opportunities where there has been a change in status ![Opportunity triggers (image 5 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155021667978/original/XW2G-kzsr091xEeRj-VkstOktx8rivwxXw.jpeg) **Opportunity triggers (image 5 of 10)** This screenshot appears in the "Opportunity triggers" section of "Automating Opportunities". The text alongside this image reads: 3. Opportunity Status Changed: Filters opportunities where there has been a change in status. Immediately after, the guide continues: 4. Stale Opportunities: Filter opportunities where there has been no change for days and these opportunities can also be filtered basis different standard and custom fields. - What this covers: 3. Opportunity Status Changed: Filters opportunities where there has been a change in status - Next: 4. Stale Opportunities: Filter opportunities where there has been no change for days and these opportunities can also be filtered basis different standard and custom fields. **4\. Stale Opportunities:** Filter opportunities where there has been no change for days and these opportunities can also be filtered basis different standard and custom fields.   ![Opportunity triggers (image 6 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155021667948/original/sAE7q5SfCU2-8JIUUyUZMSl8ei9ClDHS4w.jpeg) **Opportunity triggers (image 6 of 10)** This screenshot appears in the "Opportunity triggers" section of "Automating Opportunities". The text alongside this image reads: 4. Stale Opportunities: Filter opportunities where there has been no change for days and these opportunities can also be filtered basis different standard and custom fields. Immediately after, the guide continues: 5. Pipeline Stage Changed: Workflows can be triggered when a pipeline stage is changed and these can also be filtered based on multiple opportunity standard and custom fields. - What this covers: 4. Stale Opportunities: Filter opportunities where there has been no change for days and these opportunities can also be filtered basis different standard and custom fields. - Next: 5. Pipeline Stage Changed: Workflows can be triggered when a pipeline stage is changed and these can also be filtered based on multiple opportunity standard and custom fields. **5\. Pipeline Stage Changed:** Workflows can be triggered when a pipeline stage is changed and these can also be filtered based on multiple opportunity standard and custom fields.  ![Opportunity triggers (image 7 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155021668117/original/ZpZSVBPbx6b8hFgLgRXNFUwd1GFhGEEOLg.png) **Opportunity triggers (image 7 of 10)** This screenshot appears in the "Opportunity triggers" section of "Automating Opportunities". The text alongside this image reads: 5. Pipeline Stage Changed: Workflows can be triggered when a pipeline stage is changed and these can also be filtered based on multiple opportunity standard and custom fields. Immediately after, the guide continues: 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…. - What this covers: 5. Pipeline Stage Changed: Workflows can be triggered when a pipeline stage is changed and these can also be filtered based on multiple opportunity standard and custom fields. - Next: 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. ### **Step 4: Add Workflow Actions** 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. Find the complete list of actions and how they work here **1\. Create Opportunity:** Allows you to create opportunities with the mentioned values for the opportunity that gets triggered. You can update multiple fields like: Pipeline, Pipeline Stage, Opportunity Name, Opportunity Source, and also Opportunity Status along with Lost reason, and many more.  ![Step 4: Add Workflow Actions (image 8 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155049128472/original/PdvVPLQhdichoAHpFm5zPbgyjvYuIAyeGA.png) **Step 4: Add Workflow Actions (image 8 of 10)** This screenshot appears in the "Step 4: Add Workflow Actions" section of "Automating Opportunities". The text alongside this image reads: 1. Create Opportunity: Allows you to create opportunities with the mentioned values for the opportunity that gets triggered. You can update multiple fields like: Pipeline, Pipeline Stage, Opportunity Name, Opportunity Source, and also Opportunity Status along with Lost reason, and many more. Immediately after, the guide continues: 2. Remove Opportunities: Allows you to remove the filtered out opportunity from a certain pipeline. - What this covers: 1. Create Opportunity: Allows you to create opportunities with the mentioned values for the opportunity that gets triggered. You can update multiple fields like: Pipeline, Pipeline Stage, Opportunity Name, Opportunity Source, and also Opportunity Status along with Lost reason, and many more. - Controls: Step 5: Test and Refine, Step 6: Activate the Workflow, Other Important Links - Next: 2. Remove Opportunities: Allows you to remove the filtered out opportunity from a certain pipeline. Full procedure: 1. Once you've created your automated workflow, test it to ensure that it functions as intended. 2. Trigger the workflow using test leads or dummy data, and verify that each action is performed correctly. 3. Monitor the workflow's performance and gather feedback from team members to identify any areas for improvement. 4. Make any necessary adjustments or refinements to the workflow based on testing and feedback. **2\. Remove Opportunities:** Allows you to remove the filtered out opportunity from a certain pipeline.  ![Step 4: Add Workflow Actions (image 9 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155021669415/original/cYDjXPDEbllY9A40s98f4468krYYBJV9Rw.png) **Step 4: Add Workflow Actions (image 9 of 10)** This screenshot appears in the "Step 4: Add Workflow Actions" section of "Automating Opportunities". The text alongside this image reads: 2. Remove Opportunities: Allows you to remove the filtered out opportunity from a certain pipeline. Immediately after, the guide continues: 3. IF/ELSE: 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 y-based trigger in the workflow. All standard and custom fields can be used to…. - What this covers: 2. Remove Opportunities: Allows you to remove the filtered out opportunity from a certain pipeline. - Controls: Step 5: Test and Refine, Step 6: Activate the Workflow, Other Important Links - Next: 3. IF/ELSE: 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 y-based trigger in the workflow. All standard and custom fields can be used to filter the branch in this stage. Full procedure: 1. Once you've created your automated workflow, test it to ensure that it functions as intended. 2. Trigger the workflow using test leads or dummy data, and verify that each action is performed correctly. 3. Monitor the workflow's performance and gather feedback from team members to identify any areas for improvement. 4. Make any necessary adjustments or refinements to the workflow based on testing and feedback. **3\. IF/ELSE:** 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 opportunity-based trigger in the workflow. All standard and custom fields can be used to filter the branch in this stage. ![Step 4: Add Workflow Actions (image 10 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155021669650/original/5rgwh_s9XpHIew2e7FHP7zCbDqieglIdsQ.png) **Step 4: Add Workflow Actions (image 10 of 10)** This screenshot appears in the "Step 4: Add Workflow Actions" section of "Automating Opportunities". The text alongside this image reads: 3. IF/ELSE: 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 y-based trigger in the workflow. All standard and custom fields can be used to filter the branch in this stage. Immediately after, the guide continues: Once you've created your automated workflow, test it to ensure that it functions as intended. Trigger the workflow using test leads or dummy data, and verify that each action is performed correctly. Monitor the workflow's performance and…. - What this covers: 3. IF/ELSE: 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 y-based trigger in the workflow. All standard and custom fields can be used to filter the branch in this stage. - Controls: Step 5: Test and Refine, Step 6: Activate the Workflow, Other Important Links - Next: Once you've created your automated workflow, test it to ensure that it functions as intended. Trigger the workflow using test leads or dummy data, and verify that each action is performed correctly. Monitor the workflow's performance and gather feedback from team members to identify any areas for improvement. Make any necessary adjustments or refinements to the workflow based on testing and feedback. Full procedure: 1. Once you've created your automated workflow, test it to ensure that it functions as intended. 2. Trigger the workflow using test leads or dummy data, and verify that each action is performed correctly. 3. Monitor the workflow's performance and gather feedback from team members to identify any areas for improvement. 4. Make any necessary adjustments or refinements to the workflow based on testing and feedback. **Step 5: Test and Refine** - Once you've created your automated workflow, test it to ensure that it functions as intended. - Trigger the workflow using test leads or dummy data, and verify that each action is performed correctly. - Monitor the workflow's performance and gather feedback from team members to identify any areas for improvement. - Make any necessary adjustments or refinements to the workflow based on testing and feedback. **Step 6: Activate the Workflow** 1. Once you're satisfied with the performance of your automated workflow, activate it to start automating your sales processes. 2. GHL Customer Care will automatically trigger the workflow whenever the specified conditions are met, ensuring that repetitive tasks are handled efficiently and consistently. **Other Important Links** Opportunity Workflow Triggers Opportunity Workflow Actions --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com