SALES
Build a personalized mutual action plan in Monday when a deal hits negotiation
Watches Salesforce for opportunities moving to the Negotiation stage and auto-creates a tailored mutual action plan board item in Monday with stage-specific milestones, owners…
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce opportunity stage changes to NegotiationSalesforce
- LogicConfirm stage transition and deal value clears MAP threshold
- ActionFetch opportunity amount, close date, account, and contactSalesforce
- ActionCreate the mutual action plan board item in Mondaymonday.com
- ActionGenerate milestone subitems with owners and back-calculated datesmonday.com
- OutputWrite the Monday plan link back to the Salesforce opportunitySalesforce
What it does
When a Salesforce opportunity moves into the Negotiation stage, this workflow spins up a ready-to-use mutual action plan (MAP) in Monday so the rep and the buyer have a shared, dated path to close instead of a blank doc.
When to use it
Use it if your reps lose deals in the final stretch because next steps live in someone's head. Best for teams that already run deals in Salesforce and track close plans in Monday.
How it works
- 1A Salesforce opportunity field change fires when Stage becomes "Negotiation."
- 2A filter confirms the stage transition is genuinely into Negotiation and the deal value clears your MAP threshold.
- 3The flow pulls opportunity details: amount, close date, account, primary contact, and product line.
- 4A Monday board item is created for the deal, named after the account.
- 5Subitems are generated for each MAP milestone (legal review, security review, mutual sign-off, procurement) with owners and target dates back-calculated from the close date.
- 6The Monday item link is written back to the Salesforce opportunity so the rep can jump straight to the plan.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect monday.comVisual work management for teams.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Sales workflows
API-Usage Surge PQL Router
When an account's API call volume surges past a rolling baseline in the product DB, it qualifies the account as a product-qualified expansion lead.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Enrich new MAP steps with Salesforce deal context on creation
When a new card is added to the mutual action plan Trello board, it looks up the linked Salesforce opportunity and writes deal owner, amount, and close date onto the card…
Power-Feature Adoption Expansion Digest
Each Monday, finds accounts that started heavily using a premium or add-on feature in BigQuery, ranks them by expansion potential.
Send buyers a weekly mutual action plan health recap
Each week it reads the MAP Trello board, computes completed, on-track, and overdue steps, and emails the buyer champion a clean recap of progress and what is due next.
Escalate to the deal team when the buyer side of a MAP stalls
Detects when buyer-owned mutual action plan steps have been idle past their due date and escalates with a Slack alert to the AE plus an email summary to the account executive's…
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.