Down below is a list of the current Sales Center Triggers in Automation Center. To learn more about all the available options in Automation Center, check out our Automation Center - List of all Triggers, Filters, Actions, and Templates article!


Trigger NamePurpose
New Status (formally "Interview")This will trigger when an opportunity is moved to the New column.
Contacted Status (formally "Pricing")This will trigger when an opportunity is moved to the Contacted column.
Quoted Status (formally "Presentation")This will trigger when an opportunity is moved to the Quoted column.
Reviewed Status (formally "Decision")This will trigger when an opportunity is moved to the Reviewed column.
Won Status (formally "Fulfillment")This will trigger when an opportunity is moved to the Won column.
Cross SellThis will trigger when Agency Insights uncovers a Cross-Sell opportunity.
Recapture Lost PolicyThis will trigger when Agency Insights uncovers a Recapture Lost Policy opportunity.
Suggest UmbrellaThis will trigger when Agency Insights uncovers a Suggest Umbrella opportunity.
Capture UnboundThis will trigger when Agency Insights uncovers a Capture Unbound opportunity.