Automation of properties / Triggering action

FilipRas — Thu, 04 Apr 2024 12:07:34 GMT

Is it possible to automate a property, here example:

When I type a date with 'G99 Submission Date' the underneath position automatically generates a date affected by X days (for us after 45 days) rather than doing this manually.

Thanks!

Re: Automation of properties / Triggering action

karstenkoehler — Thu, 04 Apr 2024 12:13:23 GMT

Hi @FilipRas,

This is either possible with a calculation property or with a custom code action in a workflow.

I explained the calculation property approach here: https://community.hubspot.com/t5/CRM/Set-deal-date-as-create-date-plus-3-days/m-p/932497/highlight/true#M146679

This would be a new property and could not be merged with an existing date property.

For a custom code action, this would require an Operations Hub Professional subscription. In the custom code action and with the help of a developer (or generative AI), the code would perform the calculation: https://developers.hubspot.com/docs/api/workflows/custom-code-actions

This could populate an existing property.

A solution with a delay in a workflow is not an option; the date would only be populated when it's in the past.

Best regards

topic Re: Automation of properties / Triggering action in CRM

Automation of properties / Triggering action

Re: Automation of properties / Triggering action