Sales Hub Tools

Augustus
Contributor

Trigger workflow on each new line item added

I'm trying to use a workflow to automatically create tasks into a queue that are created when a line item on a deal has one of its property/fields changed to a specific value, ex. "Start Negotiations" = True.

 

So if a deal has three different line items, when each line item has its "Start Negotiations" property changed to True, it will trigger the workflow to create the task.

 

Currently, the Deal trigger for line items seems limited to when at least 1 line has this property value ("At least one associated Line item has..."), so it works for the first line item added, but not when 2+ line items added.  And even in the trigger settings, it says that the "Start Negotiations" can be used for re-enrollment.

 

Any thoughts on how I need to set to trigger re-enrollment on each new line item?

MPenn6
Participant

Trigger workflow on each new line item added

Did you ever find a solution for this?

0 Upvotes
abockler1f
Contributor | Diamond Partner
Contributor | Diamond Partner

Trigger workflow on each new line item added

We'd love to have a bit more flexibility on using line items in deals for our clients, as well! 

TiphaineCuisset
Community Manager
Community Manager

Trigger workflow on each new line item added

Hi @Augustus 

 

Thank you for reaching out. 

 

I want to tag some of our experts on this - @Josh @Bryantworks @NicoleSengers any thoughts for @Augustus on this? 

 

Thank you!

Best

Tiphaine


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LHarney
Participant | Partner
Participant | Partner

Trigger workflow on each new line item added

Is there a solution to this problem? @Josh @Bryantworks @NicoleSengers 

0 Upvotes
Augustus
Contributor

Trigger workflow on each new line item added

Thanks - hope there is a way to solve.

 

FYI - I re-read my post and wanted to clarify that the settings for the trigger indicate that my current trigger CANNOT be used for re-enrollment; I had written "And even in the trigger settings, it says that the "Start Negotiations" can be used for re-enrollment."

 

It would be great to know why that can't be used for re-enrollment.

0 Upvotes