Configure the Customer Status Changed trigger
Select the previous and new customer statuses that should start the flow. Make sure only that transition, not every status change, is configured.
Select the previous and new customer statuses that should start the flow. Make sure only that transition, not every status change, is configured. Confirm in a test record that the selected status transition starts an execution.
Before you start
- The correct flow to edit
- Permission to change the flow
Step by step
Open Flow Builder → Customer Status Changed
Go to Flow Builder → Customer Status Changed from the main menu. Confirm that the selected record matches the task you are about to complete.
Configure the Customer Status Changed trigger
Select the previous and new customer statuses that should start the flow. Make sure only that transition, not every status change, is configured.
Check the result
Confirm in a test record that the selected status transition starts an execution.
Result checkIf it did not work
Check these
- If the screen or control is missing, check your user role and whether the feature is enabled for your account.
- If the action does not finish, send the exact on-screen error text to support.
Does this step look different in your panel?
We can review the screen and exact error text together.
This guide was checked against the product UI and code inventory on 29 August 2026.
