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The moment it happens

Hear when a deal moves stage or is won

Slack tells you each time a deal advances in the pipeline or closes as won.

Runs
The moment it happens
Apps
ActiveCampaign
AI
Not needed
Access
API key

Send this to your assistant

Create a ClickRuntime automation: when an ActiveCampaign deal changes stage or is marked won, post the deal, old stage and new stage to #deals in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

In ActiveCampaign, a deal moving from Qualified to Proposal, or flipping to Won, is the cue for someone else to work: finance raises the invoice, delivery books a kickoff, and the account owner sends the contract. When that move happens silently in the pipeline view, the next person only finds out when they happen to look. The customer who said yes on Monday may not hear from anyone until Thursday.

ActiveCampaign sends an event whenever a deal changes. The automation compares the deal's current stage and status with the ones it stored last time. When they differ, it posts to Slack with the deal name, the old and new stage and the status. Repeated events with no real change are ignored.

It is most useful when sales hands work to a separate team, and for managers who want to see pipeline movement without opening reports.

What you get out of it

  • Handoffs start minutes after the deal moves

    A won deal tells delivery and finance at once. Onboarding begins while the customer's enthusiasm is highest, which shortens the time between signature and first value. Nothing waits on someone remembering to check the pipeline board or send a separate message.

  • Won deals are never celebrated late or missed

    The team sees every Won status in the channel, so nobody learns about a closed deal from an invoice weeks later. Recognition and commission checks happen with accurate dates. Commission and reporting dates then match the day the deal really closed.

  • Deals going backwards are noticed

    A move from Negotiation back to Qualified or to Lost shows up with the old and new stage. A manager can ask what happened while the details are fresh, not at the quarterly review.

  • No stage-check meetings needed

    Managers stop asking reps for pipeline updates in standups, because movement is posted as it happens. That saves meeting time and removes the delay between reality and the report. Reps spend their time selling, and managers still see where every deal stands.

  • Noise from unchanged deals is filtered out

    Because the stored stage is compared before posting, edits to other fields do not create alerts. The channel only carries real movement, so people keep reading it. A move to a new stage is information; a changed phone number is not, and the channel treats them differently.

How it works

What happens, step by step

  1. When a deal is updated in ActiveCampaign, ActiveCampaign tells ClickRuntime straight away.

  2. The automation compares the deal's stage, or whether it was won, with the stage it remembers from last time.

  3. If nothing changed it stays quiet. If it moved, it posts the deal and its old and new stage to your #deals Slack channel, for example "Proposal → Won".

Before it runs live

  • Connect ActiveCampaign
  • Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens
Hear when a deal moves stage or is wonjust nowSucceeded
Slack · #dealsNorthwind renewal: Proposal → Won

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Act only on the items that match your own rules, and skip the rest
  • Add an AI step, for example to summarize, sort or draft a reply
  • Add another app, for example also send it to Slack
  • Combine it with other ActiveCampaign steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
deal_stage_change_alert_activecampaign.pyexample
from clickruntime import on_event, state, notify

@on_event
def handle(event):
    f = event.json
    deal_id = f.get("deal[id]")
    new = "Won" if f.get("deal[status]") == "1" else f.get("deal[stage_title]")
    old = state.get(f"stage:{deal_id}") or f.get("deal[old_stage_title]") or "unknown"
    if new == old:
        return {"changed": False}
    state.set(f"stage:{deal_id}", new)
    notify.slack(f"{f.get('deal[title]')}: {old} → {new}", channel="#deals")
    return {"changed": True}

FAQ

Common questions

Can I be alerted only when a deal is won?
Yes. The comparison can be limited to a specific stage or to the Won status, so the channel only gets closed deals. Your AI assistant can make that filter, and you will see the updated steps before they run.
Does it show the deal value and owner?
The post can include any field ActiveCampaign sends with the deal event, typically the title, value, stage, status and owner. If a field is missing from the event, it can be fetched from the ActiveCampaign API using the deal ID.
What if two stage moves happen within seconds?
Each event is compared with the last stored stage, so rapid moves produce one post per real change in the order received. If events arrive out of order, the post still reflects the stage ActiveCampaign reports at that moment.
What permissions does it need?
API key. Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's AI allowance.
How many runs does it use?
One run for each event the app sends.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Hear when a deal moves stage or is won” from your assistant

Copy the prompt above, or connect your assistant first. Free plan, no credit card.