Advanced Tag Filtering Now Supports Opportunities and Invoices
Advanced tag filtering in SMBcrm workflow triggers has expanded beyond contact-based triggers to include opportunity-based triggers and invoices. This expansion provides enhanced control over automation execution based on contact tags.
What This Update Does
You can now refine trigger conditions using advanced tag filtering, ensuring workflows only activate for the appropriate contacts. This functionality helps minimize unnecessary workflow runs and simplifies your automation logic as your tagging strategy expands.
Now Live for These Triggers
Previously available on:
- Contact Created
- Contact DND
Now also available on:
- Opportunity Created
- Opportunity Changed
- Opportunity Status Changed
- Pipeline Stage Changed
- Invoice
How Teams Typically Use This
Cleaner Opportunity Automations
If you use tags for segmentation like lead source, customer type, region, or service line, you can prevent opportunity workflows from running for contacts that do not match the intended audience.
More Precise Billing and Post-Purchase Workflows
For invoice-triggered automations, advanced tag filtering enables targeting of invoice follow-ups, onboarding procedures, or internal notifications specifically for contacts in designated programs or segments.