Salesforce

New lead created Fires when a new lead record is created in Salesforce. Passes lead name, email, company, phone, source, status and all standard and custom fields to the next step.

Lead converted Fires when a Salesforce lead is converted to a contact, account and opportunity. Passes all conversion details and the newly created record IDs to downstream steps — useful for triggering onboarding and handoff workflows.

Opportunity stage changed Fires when a Salesforce opportunity moves from one stage to another. Passes opportunity name, account, amount, new stage, old stage, owner and close date — useful for triggering notifications, approvals and CRM sync workflows.

Opportunity closed won Fires when a Salesforce opportunity is marked as Closed Won. Passes full opportunity details, account information and owner — useful for triggering onboarding, commission and celebration workflows.

Opportunity closed lost Fires when a Salesforce opportunity is marked as Closed Lost. Passes loss reason, competitor, opportunity details and account — useful for triggering win-back and analysis workflows.

New contact created Fires when a new contact record is created in Salesforce. Passes all contact fields including name, email, account, role, phone and custom fields to the next step.

Case created Fires when a new support case is opened in Salesforce. Passes case subject, description, priority, account, contact and origin — useful for triggering support routing and notification workflows.

Task completed Fires when a Salesforce task is marked complete. Passes task subject, related record, owner and completion timestamp — useful for sequential workflow automation.