# CRM changes

Start a workflow when a company, opportunity, note or task is created or changed in the CRM, with the record's fields.

Updated Oct 28, 2026. Source: https://smallbusinesschatbot.com/docs/workflows/triggers/crm-changes

## What this does

Small Business Chatbot has six CRM change triggers. Each starts a run in every published workflow that uses it, once per change.

- **Labels in the app:** Company created, Opportunity created, Opportunity updated, CRM note created, CRM task created, CRM task updated
- **Fires:** When that record is created or saved in the CRM
- **Carries:** The record, as `{{trigger.record.…}}`, and its earlier version on updates
- **Settings:** None. Their windows show "No settings for this node yet."

## When they fire

| Trigger | Fires when |
|---|---|
| **Company created** | A new company is saved |
| **Opportunity created** | A new opportunity is saved |
| **Opportunity updated** | An opportunity is saved again, including a move to another stage on the board |
| **CRM note created** | A note is added to a contact, company or opportunity |
| **CRM task created** | A new task is saved |
| **CRM task updated** | A task is saved again, including when it's marked done |

Records from a CSV import, archiving a record and changes a workflow step makes start no runs. The one exception: with **Automatically create and link companies** on, a company that an **Upsert Contact** step creates from **Business name** fires **Company created**.

## What they carry

| Variable | Type | What it holds |
|---|---|---|
| `trigger.trigger_type` | text | `company.created`, `opportunity.created`, `opportunity.updated`, `note.created`, `task.created` or `task.updated` |
| `trigger.object_type` | text | `company`, `opportunity`, `note` or `task` |
| `trigger.object_id` | id | The record's id |
| `trigger.source` | text | Where the change came from |
| `trigger.record.*` | object | The record as saved, with the fields below |
| `trigger.before.*` | object | The record before this change. Empty on the created triggers. |
| `trigger.event_id` | id | The change's id |

These triggers carry no `trigger.contact`, so with **Only enrol each contact once** on, their runs are blocked. To text or email the person behind the record, add a **Find Contact** step first. Set **Contact field** to **Contact ID** and **Lookup value** to the record's contact id, such as `{{trigger.record.primary_contact_id}}`.

## Record fields

Dates are in UTC. A field is empty when the record has no value for it.

| Record | Fields under `trigger.record.` |
|---|---|
| Company | `company_id`, `name`, `website`, `domain`, `email`, `phone`, `description`, `industry`, `address`, `tags`, `custom_fields`, `created_at`, `updated_at` |
| Opportunity | `opportunity_id`, `name`, `primary_contact_id`, `primary_company_id`, `pipeline_id`, `stage_id`, `status` (`open`, `won`, `lost` or `abandoned`), `monetary_value`, `currency_code`, `forecast_expected_close_date`, `forecast_probability`, `won_at`, `lost_at`, `last_stage_change_at`, `custom_fields`, `created_at`, `updated_at` |
| Note | `note_id`, `body`, `contact_id`, `company_id`, `opportunity_id`, `is_pinned`, `created_at` |
| Task | `task_id`, `title`, `description`, `contact_id`, `company_id`, `opportunity_id`, `task_type`, `due_at`, `priority` (`low`, `normal`, `high` or `urgent`), `status`, `completed_at`, `created_at`, `updated_at` |

> **Tip:** To act only when an opportunity changes stage, put an **If** step first: **Left side** `{{trigger.record.stage_id}}`, **Operator** **Not equal**, **Right side** `{{trigger.before.stage_id}}`.

## Example

An **Opportunity updated** run:

```json trigger
{
  "trigger_type": "opportunity.updated",
  "object_type": "opportunity",
  "object_id": "o_5521",
  "record": { "name": "Furnace replacement", "stage_id": "s_quoted", "status": "open", "monetary_value": 6400, "primary_contact_id": "c_1042" },
  "before": { "name": "Furnace replacement", "stage_id": "s_new", "status": "open", "monetary_value": 6400, "primary_contact_id": "c_1042" }
}
```

## Used in

- [Companies and opportunities](https://smallbusinesschatbot.com/docs/user-guides/crm/companies-and-opportunities): the records these triggers watch.
- [Notes and tasks](https://smallbusinesschatbot.com/docs/user-guides/crm/notes-and-tasks): notes and tasks on any record.
- [Triggers](https://smallbusinesschatbot.com/docs/user-guides/workflows/triggers): how to pick a trigger.