Adding Discount % to deal line item based on Sales Final Value

[Ashray_Kiran]

Hello Community

i am Trying to solve a use case where the Sales don't have to calculate the discount % rather can give the amount of the line item directly in the Deal line item custom field and directly get the percentage of the discount applied to the line item

Example - the line item base price is 850
if the sales give 650 in the "Sales Final Value"
I need to write a workflow which will run the below formula and
update the discount % automatically

formula - ((650/850)*100%)*100

[HubSpot_Corey · Accepted solution]

Hi @Ashray_Kiran  and thanks for the tag @kennedyp 

Unfortunately, this can't be achieved solely within HubSpot workflows, as workflows currently do not support products or line items, and products don't support calculated properties.

However, you can update the field externally via API's or using external tools by listening to changes on the product's final value property, handling the equation externally and then updating the discount amount with an API again. If you're not experienced with APIs, automation tools like Make or Zapier can simplify this process without the need for extensive coding.
 
If you need any help with this just let me know!

[kennedyp]

Hey @Ashray_Kiran -- I am not sure you can use workflows to change the discount rate on a line item in a quote. Maybe one of our experts @Jigar_Thakker, @HFisher7, or @HubSpot_Corey can confirm or deny for us. Hey y'all-- would this be possible in workflows or even with an API? 

Best,
Kennedy

[Ashray_Kiran]

@karstenkoehler