Workflow: Line items values to Deal value propeties

[SNasonov]

Hi All,

We are just getting started with using the Product Library & Line Items in our deals.

My question:

Using a workflow, is it possible to copy a line item value to a property?

For example, one of the products that we offer as an add-on to a consulting project is called “Product A” In addition to the product with that name, we also have a property called “Net Price.”

So, our Line Items in a deal might look like:

Product A x1……$1000

Product B x1…….….$500

I want a workflow to copy that product line item amount ($1000) to the “Product A” property on the Deal level

Is it possible to set up?

[HubDoPete · Accepted solution]

Hi @SNasonov and thanks @Pam for the tag

As Diana says, what you describe is not possible today. This is because the current workflow engine allows a Line Item trigger to add the Deal to a Deal-based workflow, but you cannot access or manipulate the Line Item objects associated with the Deal Object. You would need a "line item based workflow" which doesn't exist yet.

But what you want to do IS possible, and not difficult to create using Zapier.

With Zapier you would create a Zap to:

• Trigger on a new HubSpot line item
• Run a Zapier filter to check if it is a line item that you want to do anything further with (e.g. if the Name is "Product A"), but stop the Zap if no match.
• Then query the Line Item to find the Associated Deal Object
• Then Update the Deal Object, to set the Deal Property "Product A" to the Line Item value

The only downside is that it would take Zapier up to 2 minutes to "notice" the new line item before it runs - as new line item triggers are like most HubSpot Triggers, they are not instant but rely on Zapier polling the HubSpot API every few minutes.

If you need it to be instant, we wrote a custom-coded Zapier Trigger called "HubDoNow". It immediately detects new line items, so it could be used to tell your Zap to run instantly as each new line item is created. Happy to help you with that if you need instant Zaps.

I recommend you try setting it up in Zapier anyway. What you want to do can be done with standard Zapier HubSpot Actions and doesn't even need any custom coding.

Good Luck!

best

Pete

[SNasonov]

Thanks a lot it's helpful.

Would you mind also to clarify why step3 (assosiation) does work for me and shows error?

[HubDoPete]

Ignore the Product ID. That object was used by HubSpot to create the Line Item.

• Replace the Product ID with the object ID of the new Line Item
• The object type you are looking for is a Deal

[SNasonov]

Thanks a lot, however there is still something I cannot understand.

I am trying to filter the line items like "Product A" etc
However it says "Zap would not have continued"

"Product A" it's exactly the name of the Line item, but ZAP "won't proceed"

[HubDoPete]

That's strange. Filter only does a simple check against the provided data.

Your selection starts with 1. Name, but when I check my Line Item trigger, the line item product name is found in the structure of the line item. 

In my case the data from the trigger is under:

1. Product Information: Name

When you are selecting the data for the left side of your filter, double-check that the data line shows Product A from your sample line item. As long as the data coming into the filter is Product A, the filter will match.

[SNasonov]

Ok, I probably find an issue, it shows me only my deals not all deals in pipelines.
How can I scale this workflows for all deals in Hubspot(I am super admin)?

I have created dummy deal with Product A in line item, it pass first 2 steps, hovewer, association one is failed to find associated deal for the line items.

Is anything i am doing wrong?

[HubDoPete]

Your Zap should work. Maybe there is a problem with the test line item that Zapier picked up for the test in the trigger. It might be a line item you deleted from a deal.

Zapier HubSpot actions have the ability to see all deals, so as long as the line item is associated with a deal, your Zap will pick it up

Try adding some more line items, then pull through fresh line items in your trigger.

[DianaGomez]

Hi @SNasonov, I hope you are doing well 😊

As of now, HubSpot doesn't offer the feature to copy line item information into a property on the Deal, yet.  I can see how this would be a beneficial feature for the HubSpot portal and our clients, I would suggest voting for this similar idea on our ideas forum. Even though our product team has said this isn't currently on the roadmap, it's important to continue to upvote the idea to have more chances of having this idea implemented in the future.

Hope this clarifies, 

Diana

[PamCotton]

Hello, @SNasonov thank you for reaching out to our Community! 

That's a great question, let's ask our top experts @MandyDROS @HubDoPete @mbrown any recommendations to @SNasonov matter.

Thank you,

Pam