Compute renewal amounts
Multiply seats by unit price with the math operations, or use a custom formula with rounding.
Renewal figures get worked out in a spreadsheet and typed back in, which is slow and goes wrong exactly when the numbers matter.
Format Data does the arithmetic in the workflow, with a custom formula when rounding or conditional logic is involved, and writes the result onto the deal.
- 1Enrol deals when the renewal is created.
- 2Add Format Data with the Multiply operation, seats as Input 1 and unit price as Input 2.
- 3For anything more involved, switch to Custom formula and combine functions such as round() and if().
- 4Copy the numeric result onto the amount property.
- Text: case, trim, replace, substring
- Numbers: round, format, currency, percentage, arithmetic
- Dates: format, add days, difference, now
- Phone: normalize to E.164 and validate
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.
Link deals to projects by reference number
Match the deal’s project reference against a custom object property; associate all matches one to many.
Build this in your own workflows
Install AuPerate once and every action appears in your HubSpot workflow editor.
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