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MLerne
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Member since ‎Sep 13, 2023
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MICHAEL Lerner

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Activity

AnnaQ on May 29, 2024
[Live] Custom Invoice Fields now Available in Commerce Hub
What is it? Merchants can choose up to 4 additional custom fields to display on their HubSpot invoices. Previously, they were limited to using the basic HubSpot template. This gives users more flexibility and control in configuring t read more
Reply Blog All Product Groups
2 upvotes
1 Reply
MLerne
Participant
June 30, 2024
That's excellent. What about for Subscriptions that get ongoing invoices? Is there a way to create the Custom Invoice property and associate i...read more
SDrayton8 on October 03, 2023
Quote Status as an automation filter/trigger
I'd love all fully signed quotes to be sent to our legal counsel but at the moment I have to make the automation trigger based on number of signatures which won't be right 100% of the time (most of the time it'll be 2 i.e. signer and countersigner b read more
Reply Idea Workflows
0 upvote
1 Reply
MLerne
Participant
November 15, 2023
I also used the Quote Status in a workflow and every field came up as APPROVAL_NOT_NEEDED...
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MLerne on September 13, 2023
Dropbox Sign Integration
I'm using Dropbox sign. How do I find the object and properties that show up in my Activity feed from Dropbox Sign so I can use them in a workflow. For example. Dropbox Sign Document was Viewed. Dropbox Sign All Signers Completed... as a Trigger read more
Reply Discussion Documents Integrations
0 upvote
2 Replies
yoko_ishioka on September 07, 2023
Add contact/company and deal properties in dropbox/hellosign
Does anyone know how to pull in multiple objects when sending out a hellosign template from hubspot? We need to pull in multiple objects to fill out the template before sending it
Reply Discussion Professional
0 upvote
4 Replies
MLerne
Participant
September 13, 2023
I'm also using Dropbox sign. How do I find the properties that show up in my Activity feed from Dropbox sign so I can use them in a workflow. For exa...read more
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