Sync Quote Properties
Updates draft quotes from integration sources by copying associations, adding VAT, setting sender info, payment type, and status.
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Trigger enrollment for records
When this happens
Group 1
Source is any of Integration
Quote status is any of Draft
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1. Copy associations
Copy associations from Deals
Click to see configuration
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2. Add Tax
Add VAT at 20%
Click to see configuration
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3. Activate Quote Payment Option
Payment type HubSpot
Click to see configuration
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4. Edit record
Set Comments to {{ fetched_objects.fetched_object_239413304.comment }}
Click to see configuration
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5. Edit record
Set Sender first name to {{ enrolled_object.hubspot_owner_id }}
Click to see configuration
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6. Edit record
Set Status to Pending approval
Click to see configuration
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End
Description
Updates draft quotes from integration sources by copying associations, adding VAT, setting comments, sender info, payment type, and marking status as pending approval.
Categories
QuotesAssociations
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