deal.created
Fires the first time Doris sees a deal, whether it arrived through a CRM webhook or through a scheduled sync.
When it fires
Once per deal, when the record is first created in Doris. It does not fire again if the deal is later edited or reopened.What the flow receives
- Deal — The new deal, expandable into its owner, account, and any contacts already associated
- Name — The deal name as it came from the CRM
- Amount — The deal value, if the CRM had one at creation
- Stage — The stage the deal was created in
Good uses
- Check the new deal against your hygiene rules and notify the owner about missing fields
- Create the deal’s opening record in Doris so later flows have something to build on
- Alert a manager when a deal is created above a value threshold
- Kick off account research and write a short brief for the owner
Things to know
- A new deal usually has very little on it. Amounts, close dates, and contacts often land minutes or days later. If your flow depends on those fields, Deal updated or a Daily schedule sweep is a better fit.
- Deals created during an initial CRM backfill fire this trigger too. Turn a flow on after your first sync has settled, or the first run will fire across your whole pipeline.
- Add a Continue if on amount, pipeline, or owner to keep the flow to the deals you care about.