Overview
This template keeps your workspace updated and motivated with every won deal. Not only does it announce a won deal instantly, but it also uplifts your team with confetti. This makes sure that everyone is clear on team progress and celebrates all your victories.
Prerequisites
We have put together a list of prerequisites that are recommended for this workflow. This will be different depending on your usage, but you can use it for reference.
A Deals object that includes:
Wonstatus attribute for all your won deals
How to use this template
Once opened, you will see a series of connecting blocks in this template.
The Attribute Updated block is the first step to this workflow. This block will be activated every time you update the status attribute of your deals in your Deals object. To make sure this workflow runs properly, we will need to select the Deals object and the Deal Stage attribute used to track a deal’s progress.
The Filter block decides which deals get passed to the next block. This is where you set the criteria of what counts as a won deal. In this instance, our only requirement is for the deal attribute be moved to
Won, so only the qualified deals will trigger the next block. However, you can add more filters if you need to.The Celebration block releases confetti across your workspace.
The If/Else block is an optional one which allows you to branch the workflow into two options. What will be triggered next depends on whether your won deal has a value or not.
In the case where If/Else is used, there are two Broadcast Message blocks connected. One represents the action to broadcast message without a deal value, and the other only gets triggered if there is a deal value. If you have removed the previous block, you can simply set a single message to be broadcasted. An example message would be:
Style: Success Target: All users Title: {Updated By} moved {Record > Deal Name} to Won Description: Deal value - {Record > Deal Value} Duration: 10 seconds