Trigger Workflows from Salesforce Events

📘 TL;DR

You can trigger Flowla workflows based on Salesforce events, like an opportunity stage changing or a property getting updated. This lets you automate actions like sending follow-ups, unlocking room sections, or creating new rooms.

Why It Matters

Your CRM holds the source of truth for every deal. So when something happens there (e.g. an opportunity moves to "Contract Sent" stage), that’s the perfect moment to act.

By using Salesforce as a trigger, you can:
✅ Create a personalized room the moment a new opportunity is logged or the opportunity stage is changed
→ Auto-fill company name, logo, and primary contact so your team doesn’t start from scratch.
✅ Update Salesforce when something happens inside the room
→ When a section is marked complete in Flowla (e.g. Kickoff Call booked), it can automatically update a property in Salesforce field
✅ Change the room status based on Salesforce property updates
→ If a field like “Contract Signed” is checked in Salesforce, Flowla can update the room’s internal status and unlock onboarding sections.

What You Can Use as Triggers

Flowla currently supports the following Salesforce-triggered workflows:

New Object Created
When a new Opportunity is created → trigger a room automatically.

Opportunity Stage Changed
When an opportunity moves to a specific stage (e.g. Proposal Sent or Closed Won) → trigger actions like room creation, content updates, or sync back to Salesforce.

Property Updated
When a field (e.g. “Contract Signed”) is updated → trigger room actions or field updates.

Actions You Can Trigger from Salesforce Events

Using the Salesforce triggers above, you can:

Create a room from a template
Assign the room creator based on the opportunity owner
Fill variables using contact, company, or deal data
Update Salesforce fields (e.g. mark onboarding as started when a section is completed)
Unlock room sections based on deal progression
Track room status changes back into Salesforce

How to Set It Up

You can trigger any Flowla workflow using Salesforce events. Here’s how to do it:

Go to Workflows in Flowla
Click + Create New Workflow → Add Trigger
Choose Salesforce as the trigger type
1. New object (e.g. when a new opportunity is created)
2. Opportunity stage changed
3. Property updated (e.g. “Contract Signed = True”)
Add your desired actions:
- Create a room from a template
- Unlock a section
- Update Salesforce fields
- Change the room’s status
- Add CRM data as variables

Need Help?

Want to automate a handoff, trigger onboarding, or sync a custom Salesforce field?

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Understanding Triggers

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