I am looking to have my deal’s line items in hubspot updated with the appropriate amounts, values, discounts etc. I think I may just be using the wrong steps or not enough action steps as I am continually getting errors.
-PandaDoc Trigger - Document Status Changed in PandaDoc
-Hubspot Action - Find deal in Hubspot
-Hubspot action - Update line-items in hubspot
I saw on some other threads I may need to create an association possibly?
Currently the native integration sends line items and other variables into PandaDoc so there is already an association.
Any guidance on action steps or object ids would be very helpful!