Apply a renewal uplift
On renewal creation, update the price property across all line items from a deal-level uplift value.
Applying a price increase means opening every renewal deal and editing its line items by hand, which does not scale past a handful of accounts.
Manage Line Items updates the price across every line item on the deal in one step, taking the new value from a deal property so the uplift is data driven.
- 1Enrol deals when the renewal deal is created.
- 2Add Manage Line Items and choose Update every line item.
- 3Set the property to update to price.
- 4Pick the uplifted value from the deal properties so the uplift is data driven.
- 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
Other patterns teams build
Score leads with your own model
Feed five properties in, compute a weighted score in code, write it back with a Copy property step.
Sync a closed deal into your ERP
POST the deal payload to your ERP endpoint on stage change; map the returned order id back onto the deal.
Compute renewal amounts
Multiply seats by unit price with the math operations, or use a custom formula with rounding.
Build this in your own workflows
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