HubSpot Ideas

pbmartin

Line Item-Based Workflows

Please add Line Items as a Workflow base so I can trigger actions when a Line Item Term is updated (and then update the parent Deal's Recurring Revenue Amount with the value from Monthly Recurring Revenue amount).

 

6 Replies
JSwanson7
Member

YES! Also being able to create an internal email and add "line items" as a personalization tag in the email. For example, we send an auto email once a deal has been marked as "closed-won" in our pipeline. That auto email includes the company name, a few other details, and IDEALLY would include the line items associated with the deal so our team is aware of the products that were purchased.

pbmartin
Contributor

Yes! Love the idea for line items on email! We could use it to help fulfillment of services. 

HubLove
Participant

Yes, being able to copy line items from our Sales Pipeline to our Current Live pipeline would allow us to use this function.

jgillan
Member

Yes agreed - would like to be able to copy details from the line items to deal properties so they can be searchable as well.  If a user wants to search for an order by the product included in the order this seems to be the only way to make that connection happen, the line items details are oddly hidden in workflows and would be super useful to generate notifications, emails and such by connecting these details to the workflow.

jgillan
Member

Yes this is super necessary, needed for us. lots of data on the line items without being able to build copy data across workflows. Would be super helpful.

mcraciun
HubSpot Employee

This would be a great addition since if a deal-based workflow is used instead, where it is possible to use line items as enrollment triggers, they cannot be used for re-enrollment since Properties can only be used for re-enrollment when they're the same type as the workflow.
https://knowledge.hubspot.com/workflows/add-re-enrollment-triggers-to-a-workflow#add-re-enrollment-t...