LineNer - Add Line Item

Hello everyone! We are happy to present you our app “LineNer - Add Line Item”, designed to integrate directly with HubSpot workflows, enabling you to automate the management of line items in deals.

From adjusting existing deals to handling complex setups, LineNer ensures accuracy and efficiency every step of the way.

Key Features of LineNer:

  1. Add Line Items & Find Products by SKU. Easily add line items to deals and find products by SKU for seamless deal tracking.

  2. Update Line Items
    Modify line item details, such as product descriptions, pricing, or quantities, with the help of workflow automation.

  3. Remove/Delete Line Items
    Clean up existing deals by removing unnecessary line items with ease.

  4. Support for Decimal Values - Unique Solution Across the Market.

Ensure precise calculations and seamless data handling with support for decimal values, which is ideal for financial data, measurements, and more.

  1. Usage and Operation Logs. Track your app usage with ease and access support anytime through any deal using cards.

Why Should You Choose LineNer?

  • Efficient: Reduces time spent on manual updates and ensures clean, accurate data.
  • Customizable: Works seamlessly with workflows to fit your unique business requirements.
  • Automation-Ready: Automate line item processes to streamline your sales and operations.
  • Unique Features: Support for decimal values makes it ideal for industries requiring precision
  • Exceptional Support: Our responsive team is always here to help and listens to user feedback to deliver improvements.

Get Started Today :rocket:

Don’t miss out on the opportunity to optimize your sales processes and boost your team’s productivity now! Transform how you add line items update line items or even remove line items from/in HubSpot deals and elevate your business operations today!

Hey @YarynaB, thank you for introducing us to your app, LineNer.

The features you’ve highlighted, such as support for decimal values, automation-ready functionality, and usage logs, seem incredibly valuable for improving efficiency and accuracy in deal management. It’s clear that you’ve designed LineNer with precision and user convenience in mind.

We’d love to learn more about how LineNer could benefit our specific use cases, particularly around automating product SKU management and detailed line item updates.

Could you share any case studies or additional documentation about its implementation and success stories?

Looking forward to hearing from you and exploring this opportunity further!

Pam

Hey @PamCotton , thanks for your comment and great questions! :wink:

Here is the quick 3-step guide on how to get started with LineNer:

1st Step (Ready) - Navigate to HubSpot Workflows

Start creating a workflow and then add (use) the LineNer app within it.


Connect LineNer

2nd Step (Steady) - Select Preferred Action

We’ve introduced a new deal-based workflow action that allows you to dynamically add (update or delete) a line item to an existing deal. With this feature, users can seamlessly configure and include the following fields:

  • SKU of the product to be added
  • Product quantity
  • Line item price
  • Currency selection (e.g., USD, EUR, GBP, etc.)


Select Action

3rd Step (Go) Review and Publish

Save. Enjoy.


Save.

Thanks,
John, co-founder and creator of the LineNer app