[Automations] Create line item in Hubspot once the document status changes
For now, we support only updating the existing line items (that are being passed from Hubspot). It would be great to to support creating line items (create a doc with no products at all > add products in PD > send/complete the doc > make products appear under Hubspot line items).
4
votes
AdminYana Martynenko
(Admin, PandaDoc)
shared this idea
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Update, add, and remove line items in HubSpot whenever a document status changed
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AdminSolomiia Mereniuk (Admin, PandaDoc) commented
Should be possible to pull selected by customers multiple items (not create/update a single one - is currently possible via Zapier) from the pricing table to the relevant object in Hubspot.