Bit Apps

Run an automation when a Bit CRM deal reaches Won

Lucas Meyer • • 2 replies

When a deal moves to Won I want to tag the contact, start onboarding, create a task, and notify another system through a webhook. Is stage change available as a trigger, or should I run this through Bit Flows?

How-to, Product Help, Open, Automation, Bit CRM, Bit Flows, CRM, Webhooks

Replies

  • Amelia Rossi

    I would test this in two passes. First verify the source event and raw payload, then add the condition or mapping. Keep the first run small and inspect the result at each step; that usually shows whether the issue is in WordPress or the remote service.

  • Lucas Meyer

    Thanks. I tested that direction on this staging community. The main thing I want to confirm now is whether the interface makes the state obvious without needing to inspect logs or hidden settings.

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