Functionality
- Quote- and Invoice-based workflows: This action can be applied in workflows that are based on Quotes or Invoices.
How to use
- Workflow placement: Incorporate the "Add Tax" action into the appropriate point in your Quote- or Invoice-based workflow.
- Tax percentage: Specify the percentage of tax that needs to be added.
- If necessary, create multiple workflow branches for various tax percentages (by State, by Country, etc.).
Limitations
- UI interaction: The action cannot add tax to a Quote while the Quote UI is open. HubSpot overrides changes made through the API when the UI is open, which can result in a loss of the added tax.
Solutions to common issues
- Delay action: To avoid conflicts with the Quote UI, insert a delay of a few minutes in the workflow before the "Add Tax" action executes. This helps ensure that the Quote UI is closed and the changes won't be overwritten.
- Automated quote creation: Use the "Create Quote" workflow action from our app to generate quotes automatically. This ensures that the "Add Tax" action is not interrupted by manual UI edits.
- Workflow trigger adjustment: Set up your workflow to trigger when the Quote UI is confirmed to be closed. One method is to use a custom deal property such as "Add Tax" — when this property is set to a known value, it can initiate a quote-based workflow that adds the tax and finalizes the quote for publishing.
Best practices
- Workflow testing: Test your workflows thoroughly to ensure that the "Add Tax" action executes as expected, especially in different scenarios of Quote and Invoice creation.
- User training: Educate users who create Quotes and Invoices about the importance of closing the UI to allow the workflow to run successfully.