WorkPoint Automate - When a stage is changed

Article last updated on the 9th of January, 2023.

Note that running system processes requires an active connection. You can set up a connection in the Process Builder.

The "When a stage is changed" trigger will execute the subsequent steps in the process when an entity in the monitored business module list changes stage.

An example of use could be on a project management solution, where an e-mail is sent to a project team when the project manager changes the stage of a project.

When adding the "When a stage is changed" trigger, you should see the following:

Configuration of the "When a stage is changed" trigger is split in two tabs; the Options tab with settings for which location to monitor, and the Conditions tab to set up conditions.

You can find more general information about triggers in this article.

You can read more about trigger options in this article, and more about condition options in this article.

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