topic Re: Trigger Deal workflow if a line item is modified in Lists, Lead Scoring & Workflows

Trigger Deal workflow if a line item is modified

MPenn6 — Wed, 15 Dec 2021 20:32:40 GMT

I have a little webhook script that can calculate sales tax and insert it in as a line item for a deal. I can trigger it on deal creation. However, I need to trigger it anytime a line item is modified or added. I can't seem to re-enroll a deal into a workflow based on a line item change. Am I missing something? Is there a workaround?

Re: Trigger Deal workflow if a line item is modified

PamCotton — Thu, 16 Dec 2021 23:34:15 GMT

Hello, @MPenn6 I would like to invite some of our top experts to share their ideas @SMertens @webdew @Josh any recommendations to @MPenn6 matter?

Thank you,

Pam

Re: Trigger Deal workflow if a line item is modified

karstenkoehler — Fri, 17 Dec 2021 06:08:02 GMT

Hi @MPenn6,

Out of the box this isn't possible, unfortunately. Re-enrollment can only be triggered by a property on the object that the workflow is based on.

One option would be to also update a custom deal property, let's call it Refresh, on the deal object with your script. At the end of the deal-based workflow it would be cleared. Whenever there is a line item change, it would be set to yes.

Hope this helps!

Re: Trigger Deal workflow if a line item is modified

MPenn6 — Fri, 17 Dec 2021 14:19:13 GMT

That's a very good idea. Thanks!

Also, I realized that I can play off of an amount change on the deal. That also allows me to re-enroll the deal.