How to Auto-Create Opportunities with Workflows

Last updated: May 31, 2026

By default, opportunities in Lightfield require manual creation. However, the Workflow Builder lets you automate this — for example, creating an opportunity every time a demo is booked or a meeting with a new prospect is added to your calendar.

Option 1: Create an Opportunity When a Meeting Is Scheduled (Most Common)

This is the most popular pattern: anytime an upcoming meeting is created in your calendar, Lightfield automatically creates a linked opportunity.

Steps:

  1. Go to Settings → Workflows and click New Workflow

  2. Select Upcoming Meeting Created as the trigger

  3. Add an Agent Request step

  4. Use a prompt like the one below — customize the stage name to match your first pipeline stage:

Create an opportunity in the account this meeting is with, set to the stage "[YOUR FIRST STAGE NAME]".

Name the opportunity "[Customer company name] + [Product they're interested in]".

Do not create the opportunity if the meeting is with an existing customer about a done deal, or if it's with a new customer but clearly has nothing to do with the contact wanting to buy from us.

  1. Click Test, then Activate

Tip: The agent uses the meeting's account context to decide whether to create the opportunity, so it won't fire on internal meetings or calls that aren't sales-related.

Option 2: Create an Opportunity via an Inbound Webhook

If you use a scheduling tool like Calendly, HubSpot Meetings, or Cal.com, you can send a webhook to Lightfield when a demo is booked.

Steps:

  1. Create a new workflow with Webhook Received as the trigger

  2. Paste the generated webhook URL into your scheduling tool's outbound webhook settings

  3. Send a test payload and click Parse JSON to extract available fields

  4. Add a Create Record step for Opportunity, mapping fields (account name, contact email, etc.) from the webhook payload

  5. Activate the workflow

Option 3: Create Opportunities on a Schedule

If you'd rather have Lightfield periodically scan for contacts that should have opportunities but don't:

  1. Create a workflow with a Scheduled trigger (e.g., daily at 8:00 AM)

  2. Add an Agent Request step with a prompt like:

Review accounts that have had at least one meeting in the past 7 days but have no open opportunity. For each one, create an opportunity named "[Customer company name] + [Product they're interested in]". at stage "[YOUR FIRST STAGE NAME]".