Manage Line Items
Add, update and remove deal line items from workflows. Operate on the enrolled deal’s line items without opening the deal: add a line item, update every line item or only those matching a filter, or remove them selectively.
Add, update and remove deal line items from workflows
- Add line items with name, price, quantity and SKU
- Update all line items or filter by any line item property
- Remove matching line items or clear the deal
- Values can come from deal properties
Operations inside this action
Pick an operation and the form shows only the fields that operation needs.
Add
Create a line item on the deal with name, price, quantity, SKU.
Update matching
Filter by a property such as hs_sku, then set a property on just those items.
Remove matching or all
Prune discontinued SKUs or reset a deal’s items.
What teams build with Manage Line Items
Apply a renewal uplift
On renewal creation, update the price property across all line items from a deal-level uplift value.
Swap a discontinued SKU
Remove line items matching the old SKU and add the replacement in the same workflow.
Auto-add an onboarding fee
When a deal enters a stage, add a fixed line item so quotes stay consistent.
Manage Line Items questions
Everything teams ask before putting this action into production.
Documentation and related reading
Add Manage Line Items to your workflows today
Install AuPerate once and every action appears in your HubSpot workflow editor.
Get Started