Find Opportunity - Add "by Pipeline"
K
Kyle Huggins
It would be extremely helpful if the "Find Opportunity" Workflow Action included the filter option "Pipeline Is".
There are currently only 2 options for "Find Opportunity":
1) Most recently created opportunity
2) First created opportunity
The whole point of the "Find Opportunity" action, as I understand it, is to help ensure accurate context window, of an associated Opportunity, for the automation sequence, which by default is oriented around the Contact (not an Opportunity) when writing to an Opportunity record. This was a much-needed feature so thank you for making it.
That said... these 2 options are NOT robust enough to handle all use cases for establishing the correct Opportunity record to edit.
A very common setup for clients is to create a unique Opportunity for a given Contact across any relevant Pipeline for that Contact (without duplicating an Opportunity within any single Pipeline, typically). It would be immensely helpful to run a workflow on a Contact and say, "hey, I want to edit ALL of the Opportunities across my Pipelines for this Contact. Let's find each one and iteratively update each one".
This seems like a simple enhancement - adding an already commonly used filter (i.e., "Pipeline is") as a filter on the "Find Opportunity" action.
Thank you for considering this enhancement 🙏
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