Flow to update the sales process on opportunity when created

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Posted on by OE-04121227-0

Hello,

I am trying to find a way to create a power automate flow that triggers when opportunity is created, and change the business process flow on the opportunity from the process that is on the lead to the standard "sales process" that only exists on opportunity. The reason for this is that the Kanban view only supports the "sales process" and I cannot use that on lead (as far as I can find out).

Is there anyone who have done something similar ?

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Business Process Flows

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David_MA 12,908 Super User 2025 Season 2 on at

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Flow to update the sales process on opportunity when created

You will need to tell us where this opportunity is created (e.g., a SharePoint list, Microsoft Forms, a file uploaded to a document library, a Planner Task, etc.) as that will determine which trigger you need to use. Then use the appropriate trigger for whatever you are using to create a new item. These are just a few of the triggers available:

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