Trigger Deal Workflow when Item Line/Product is updated

GustavoGGomes
Participant

Hello, 

Does anyone have any idea how I can trigger a Deal Workflow when someone changes/update a product/item line? 
As a workaround, I use 'Amount is Known', but there are other fields that might be updated (margin, billing frequency, etc). How can I trigger a workflow at any of those fields? 


Thanks a lot!

Regards,

Gustavo

0 Upvotes
1 Reply 1
natsumimori
Community Manager

Hi @GustavoGGomes ,

 

Thank you for reaching out to the HubSpot Community.

 

I tested the following trigger and it worked, however, we cannot enable re-enrollment trigger with this criteria. (Once a deal has been enrolled into the workflow, it won't re-enroll unless you manually enroll it.)

- Last modifiled date has been updated in the last 1 day

set_deal_close_date___HubSpot.png

 

I will tag in some Community top contributors to see if they have ideas.

@warrendavey , @ajchapman20 and @Tnichs , do you guys have any ideas to approach this?

0 Upvotes