Set a renewal date one year out
On close, add 12 months to the close date and write it to renewal_date.
The challenge
Renewal dates are set manually or left blank, so renewal reporting and reminders have nothing reliable to work from.
How AuPerate solves it
Date Calculator adds twelve months to the close date and writes the result to your renewal property as the deal closes.
How to build it
- 1Enrol deals on close.
- 2Add Date Calculator with Add or subtract time, amount 12 and unit Months.
- 3Read from closedate, which appears in the date-only property list.
- 4Write the result to your renewal date property.
What the action gives you
- Add or subtract in four units, negatives supported
- Six output formats including Unix seconds and milliseconds
- Reads and writes any date property, custom objects included
Related
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
Install AuPerate once and every action appears in your HubSpot workflow editor.
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