Outcome. The deal owner and their manager both get an immediate notification the moment a deal is marked Closed Won, so wins get recognized and downstream teams find out without waiting for a manual update.
Workflow map
Enrollment, branches and actions at a glance
deal-hygiene-007
flowchart TD
A[Deal stage = Closed Won] --> B[Notify owner]
B --> C{Manager property known?}
C -->|yes| D[Notify manager]
C -->|no| E[Create task: fix missing manager field]
When to use it, when not to
- UseUse it as the simplest possible win-visibility workflow, one trigger, two notifications, nothing else.
- UseUse it as a base you extend later with a Slack action or a handoff task (see deal-hygiene-023 and deal-hygiene-030) once the simple version is stable.
- SkipDo not use it as your only Closed Won automation if you also need a CS handoff or invoicing kickoff, those are separate fiches with their own criteria and should not be crammed into this one.
- SkipDo not use it if "manager" has no clean data source in your portal yet, the manager notification step will silently fail to resolve a recipient (see Known pitfalls).
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.2 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.4 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the deal hygiene pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
