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?
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
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