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Custom code validation of deal amount against line item total

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Data Hub Professional.

7 steps
Per-hub plans: also Marketing Hub Professional

On per-hub plans, one of its steps belongs to another subscription: add to static list needs Marketing Hub Professional. Both are required to build it as written. On seat pricing the edition covers both.

Updated for HubSpot seat pricing
OutcomeA deal whose amount field disagrees with the sum of its actual line items gets flagged before it reaches a forecast or a quote, instead of a stale, manually-typed amount quietly overstating or understating what the deal is really worth.
Workflow mapdata-quality-044
Deal created or Amount changed leads to Custom code: sum line items, compare to Amount. Custom code: sum line items, compare to Amount leads to Mismatch beyond tolerance?. Mismatch beyond tolerance? leads to yes: Flag Mismatch, add to list, create task; no: Matches line items. yes no Deal created or Amount changed Custom code: sum line items, compare to Amount Mismatch beyond tolerance? Flag Mismatch, add to list, create task Matches line items
Deal created or Amount changed leads to Custom code: sum line items, compare to Amount. Custom code: sum line items, compare to Amount leads to Mismatch beyond tolerance?. Mismatch beyond tolerance? leads to yes: Flag Mismatch, add to list, create task; no: Matches line items. yes no Deal created or Amount changed Custom code: sum line items, compare to Amount Mismatch beyond tolerance? Flag Mismatch, add to list, create task Matches line items

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

When to use it, when not to

Use it

  • Use it on pipelines where deals carry line items, products with quantity and price, and the deal Amount field is expected to reflect their total, but reps or an integration can still edit Amount directly, independent of the line items.
  • Use it before a deal reaches a stage where the amount matters for a formal action, a quote generation, an approval, or a forecast roll-up.
Read more on when to use itShow less

Skip it

  • Do not use it on deals that intentionally carry no line items and use Amount as a standalone manual estimate. This fiche assumes line items are the source of truth, which is not every deal's actual data model.
  • Do not use it to auto-correct the mismatch. Overwriting Amount silently from the code removes the rep's ability to intentionally apply a manual discount or adjustment not reflected in the line items. Flag the mismatch, let a human decide which number is right.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 5 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 7 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 2 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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