Event id: deal.closed
Fires on the transition into a closed state, once per deal.
When it fires
The first time Doris sees a deal marked as closed, won or lost. A deal already closed does not fire it again on subsequent syncs. If a deal is reopened and closed again, the second close fires it.
What the flow receives
- Deal — The closed deal, expandable into its full history: meetings, stakeholders, objections, competitors, and commitments
- Outcome — Whether the deal was won or lost
- Amount — The value at close
Good uses
- Write a closure report that says why the deal went the way it did, drawing on what was actually said across the cycle
- Notify the team on a win, with the competitor faced and the reason given
- Capture loss reasons from the conversations rather than the one-word CRM picklist
- Update the account record with what was learned, ready for the next cycle
Things to know
- Won and lost both fire this trigger. Add a Continue if on the outcome to split them, or use one Continue if step with two outcomes to route wins and losses down different branches of the same flow.
- Deals closed during an initial CRM backfill fire this too. Turn the flow on after your first sync has settled.
- A stage move into a closed stage fires this and Deal stage changed. Use this one if the outcome is what matters.
- Everything the deal accumulated is available here. This is the trigger with the richest context, because the deal is complete.
Closure is where most teams learn the least, because nobody writes it up. A flow on this trigger is one of the highest-value automations you can build.
