In any way, is it possible to update a custom deal property based on changes in invoice property?
I have Inovice Paid - Yes/No as custom property in hubspot , that needs to be made auto-updated based on the Invoice property “Invoice Status”. I have tried workflows. Unable to do it. Is there any other options to get it done?
Hi @mariselvi,
It looks like you should be able to do this with a deal based workflow.
In the above screenshot the deal is enrolled into the workflow when the associated invoice status is “Paid”.
Josh
@Josh Is it not possible to include calculated property in another calculated property? I have overall commission as calculated property. Now I have other calculated property as “Pending Commission” to calculate the pending commission by subtracting paid commission from overall commission. How should it be done?
Hi @mariselvi,
In the past, I’ve had to copy a calculated property to a standard number property to include in an additional calculation. I copied the value using a workflow.
Josh
@Josh Where should I find this trigger option. This is what I see in my screen. Can you mention the way you choosen this trigger
Hi @mariselvi,
Where it says “Deal (Current Object)”: change that to Invoice.
@Josh Thanks for this. I have CAD as company currency set in hubspot and all the deal amount across all deals are mentioned in CAD. But the invoices have billed amount in various currency, say INR, USD,CAD,Pound.
I wanted to add the amount billed in invoices associated with deals and display them in property. For example, I have payment billed deal property. When 1st invoice of $10k is associated with that deal, payment billed should be updated as $10k. And when 2nd invoice of 20k is associated with the same deal, then payment billed should be updated as $30k, addition of 10k & 20k.
How should I do in this case. All should be reflected only in CAD.
Hi @mariselvi,
This is possible, but maybe a bit more complex than I can easily answer here. Feel free to book a meeting with me to discuss or potentially even start a new thread with this question, as it’s a bit outside of the original conversation.
Josh
@Josh Yeah. Got It. Thanks. Can it be done to first invoice associated to the deal, only gets marked as paid and it should not track other invoices. will that be possible?
Hi @mariselvi,
Now that I am thinking about it, if you mark the first ticket associated with the deal that contains the invoice contact, you could stop the other workflows from even creating the subsequent tickets, which would remove the need to delete them and would solve for your other question. Does that make sense?
In short, this would limit 1:1 ticket to deal for delayed payment even if there are multiple invoices involved.
@Josh How could I stop it? I have created only 2 workflow for doing it. Simple I just want to track first invoice status of all deals.
My trigger conidition is if any deal is associated with invoice and if the invoice status is none of paid, make the action - Edit deal property 1st Invoice Status “Pending”.
My trigger conidition is if any deal is associated with invoice and if the invoice status is paid, make the action - Edit deal property 1st Invoice Status “Paid”.
This will check all the invoices of any deal. I wanted to limit it only to first invoice for all deals that are moving to won status. Stoping the workflow will affect new won deals,right? And truning off workflows often is also another manual action required. Can it be automated?
I wanted to copy Due Date invoice property to Commission processing date deal property. But unable to choose & says not compatible with this field. Why and how to resolve this?
Hi @mariselvi,
Can you confirm that both dates are actually date properties? I am able to copy Due Date from an invoice record to date properties on the deal side.
@Josh , I have done this. But the due date of 1st invoice attached with the deal remains there in commission processing date, even when i attach 2nd, or 3rd or 4th invoice with different due date to that deal. Why it is not being updated
?
