Lists, Lead Scoring & Workflows

MPenn6
参加者

Trigger Deal workflow if a line item is modified

解決

I have a little webhook script that can calculate sales tax and insert it in as a line item for a deal. I can trigger it on deal creation. However, I need to trigger it anytime a line item is modified or added.  I can't seem to re-enroll a deal into a workflow based on a line item change. Am I missing something? Is there a workaround?

 

 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Trigger Deal workflow if a line item is modified

解決

Hi @MPenn6,

 

Out of the box this isn't possible, unfortunately. Re-enrollment can only be triggered by a property on the object that the workflow is based on.

 

One option would be to also update a custom deal property, let's call it Refresh, on the deal object with your script. At the end of the deal-based workflow it would be cleared. Whenever there is a line item change, it would be set to yes.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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元の投稿で解決策を見る

MPenn6
解決策
参加者

Trigger Deal workflow if a line item is modified

解決

That's a very good idea. Thanks!

Also, I realized that I can play off of an amount change on the deal. That also allows me to re-enroll the deal.

元の投稿で解決策を見る

3件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Trigger Deal workflow if a line item is modified

解決

Hi @MPenn6,

 

Out of the box this isn't possible, unfortunately. Re-enrollment can only be triggered by a property on the object that the workflow is based on.

 

One option would be to also update a custom deal property, let's call it Refresh, on the deal object with your script. At the end of the deal-based workflow it would be cleared. Whenever there is a line item change, it would be set to yes.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

MPenn6
解決策
参加者

Trigger Deal workflow if a line item is modified

解決

That's a very good idea. Thanks!

Also, I realized that I can play off of an amount change on the deal. That also allows me to re-enroll the deal.

PamCotton
コミュニティーマネージャー
コミュニティーマネージャー

Trigger Deal workflow if a line item is modified

解決

Hello, @MPenn6 I would like to invite some of our top experts to share their ideas @SMertens @webdew @Josh any recommendations to @MPenn6 matter?

 

Thank you,

Pam

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