How to create the automated action that will move an opportunity from one pipeline stage to another, when a meeting has been created (example: to go from stage “New” to stage “Meeting”).
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In the form view:
- Add an existing field: Next activity deadline 
- Add a new field: date 
- Copy the Technical Name of the field “Next activity deadline” (activity_date_deadline) 
- Go into the date field > More > in “related field”: put the Technical Name. 
- Make the field “date” invisible 
In automations:
Create an automated action in the model: Lead/Opportunity
- Action to do: Update the record 
- Trigger: on Update 
- Trigger fields: empty 
- Before update domain: Stage > Stage name: contains “New” (for example) 
- Apply on: 
- Stage > Stage name: contains “New” 
- “date”: is defined 
- Next activity type: contains “Meeting” 
- Data to write: 
- Field: Stage (Lead/Opportunity) 
- Evaluation type: Value 
- Record: “Meeting” 
- Value: 2 
Hello,
Please Refer the video:
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