Swap a discontinued SKU

Remove line items matching the old SKU and add the replacement in the same workflow.

The challenge

When a product is retired, open deals still quote it. Finding and fixing them manually is slow and easy to miss.

How AuPerate solves it

Manage Line Items removes the items matching the old SKU and a second step adds the replacement, so quotes correct themselves.

How to build it
  1. 1Enrol the deals carrying the old product.
  2. 2Add Manage Line Items with Remove line items that match a filter, filtering hs_sku on the retired SKU.
  3. 3Add a second Manage Line Items step with Add a line item for the replacement.
  4. 4Read the Line Items Affected output to confirm what changed.
What the action gives you
  • 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

Build this in your own workflows

Install AuPerate once and every action appears in your HubSpot workflow editor.

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