HubSpot Process Documentation

Metadata

• Generated by: HubSpot Documentation Engine
• Total process candidates: 1
• Workflow assessment scope: name_contains via DOCS_WORKFLOW_PREFIXES: ELEVATE, Quality (86/500)
• List assessment scope: name_contains via DOCS_LIST_PREFIXES: ELEVATE (45/2191)
• Status: draft

ELEVATE_Calculate Deal ACV based on Amount & Duration

METADATA title: ELEVATE_Calculate Deal ACV based on Amount & Duration type: process domain: ELEVATE objects: [Deal] status: draft

User Story (optional)

Logic not derivable from system.

Why

• Why this process exists: Logic not derivable from system.
• What business problem it solves: Logic not derivable from system.
• What breaks if removed: HubSpot would stop executing the system behavior listed below; business impact is not derivable from system alone.

How It Works

Trigger

• Exact trigger from workflow: HubSpot enrollment criteria type: EVENT_BASED
• Criteria type: EVENT_BASED
• Filter-like criteria returned: 14
• Property references: Net price (amount), Duration (months) (duration__monthly_), hs_name, hs_value
• List references: none detected
• Filter types: PROPERTY: 6
• Operators: ALL_PROPERTY: 4, HAS_COMPLETED: 2, IS_EQUAL_TO: 2, IS_KNOWN: 4, STRING: 2
• Trigger logic:
  • Enrollment criteria type: EVENT_BASED
  • Enrollment branch 1:
    • AND group
      • hs_name equals duration__monthly_
      • hs_value is known
  • Enrollment branch 2:
    • AND group
      • hs_name equals amount
      • hs_value is known
  • Enrollment branch 3:
    • OR group
      • AND group
        • Net price is known
        • Duration (months) is known
  • Enrollment branch 4:
    • AND group
      • Net price is known
      • Duration (months) is known
• Trigger property meaning:
  • Net price (amount): The amount of a line item
  • Duration (months) (duration__monthly_): project runtime, used to calculate project end date in combination with planned start date

Steps

Step 1 - Action 8

• What happens: Runs a connected HubSpot workflow action
• What triggers it: Workflow start action returned by HubSpot
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: connected_action
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Runs a connected HubSpot workflow action
• Returned action type: SINGLE_CONNECTION
• Returned field keys: delta, time_unit

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 2 - Action 3

• What happens: Runs custom code; 3 inputs; 0 outputs
• What triggers it: After action 8
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: custom_code
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Runs custom code
• Returned action type: CUSTOM_CODE

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• Inputs used by code: amount, duration__monthly_, n4f_acv_in_deal_currency
• Conditions detected in code: Code condition: if (!value) return 0; Code condition: if (duration > 0 && duration < 12) { Code condition: if (duration >= 12) { Code condition: if (acv !== null && !isNaN(acv)) { Code condition: if (acv !== null && !isNaN(acv)) {
• CRM/API operations detected: updates records or resources
• Concrete CRM operations: update: deals
• Search/filter evidence: none detected
• Data transformations: combines multiple values, converts values to numbers, replaces or cleans text patterns
• Outputs returned to workflow: debug_log
• HubSpot CRM objects affected or referenced: deals
• Associations handled: none detected
• Workflow control: can exit without producing outputs, contains asynchronous execution, returns output fields to later workflow actions
• Safeguards/error handling: guard clauses or missing-value checks, structured response handling, try/catch error handling, checks missing values, has catch block
• Imports: @hubspot/api-client
• External systems/hosts: none detected
• External call evidence: none detected
• HTTP methods in code: none detected
• Secrets configured: 2
• Code evidence: 99 lines returned; code body analyzed but omitted from docs

Step 3 - Action 14

• What happens: Runs a connected HubSpot workflow action
• What triggers it: After action 3
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: connected_action
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Runs a connected HubSpot workflow action
• Returned action type: SINGLE_CONNECTION
• Returned field keys: delta, time_unit

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 4 - Action 9

• What happens: Branches based on HubSpot list membership; 2 branches
• What triggers it: After action 14
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: Net price (amount), Duration (months) (duration__monthly_), 4f_ACV in deal currency (n4f_acv_in_deal_currency); lists: none detected

DATA MEANING:

• Net price (amount): The amount of a line item
• Duration (months) (duration__monthly_): project runtime, used to calculate project end date in combination with planned start date
• 4f_ACV in deal currency (n4f_acv_in_deal_currency): property is set by workflow and used for ACV goals calculation basis: TCV/duration*12 or TCV for durations <12 months

ACTION EVIDENCE:

• Action category: list_branch
• Detected intent: Branches based on HubSpot list membership
• Returned action type: LIST_BRANCH

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• Branch: updated
  • Condition summary: updated
  • Default branch: no
  • Next action IDs: workflow exit or not returned
  • Referenced properties: Net price (amount), Duration (months) (duration__monthly_), 4f_ACV in deal currency (n4f_acv_in_deal_currency)
  • Referenced lists: none detected
  • Filter-like criteria returned: 8
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_ACV in deal currency is known
        • 4f_ACV in deal currency is after
      • AND group
        • 4f_ACV in deal currency is known
        • 4f_ACV in deal currency is after
• Branch: default branch
  • Condition summary: default branch
  • Default branch: yes
  • Next action IDs: 10
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: default branch
      • Next action: 10

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 5 - Action 10

• What happens: Runs a connected HubSpot workflow action
• What triggers it: After action 9
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: connected_action
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Runs a connected HubSpot workflow action
• Returned action type: SINGLE_CONNECTION
• Returned field keys: delta, time_unit

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 6 - Action 11

• What happens: Runs custom code; 3 inputs; 0 outputs
• What triggers it: After action 10
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: custom_code
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Runs custom code
• Returned action type: CUSTOM_CODE

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• Inputs used by code: amount, duration__monthly_, n4f_acv_in_deal_currency
• Conditions detected in code: Code condition: if (!value) return 0; Code condition: if (duration > 0 && duration < 12) { Code condition: if (duration >= 12) { Code condition: if (acv !== null && !isNaN(acv)) { Code condition: if (acv !== null && !isNaN(acv)) {
• CRM/API operations detected: updates records or resources
• Concrete CRM operations: update: deals
• Search/filter evidence: none detected
• Data transformations: combines multiple values, converts values to numbers, replaces or cleans text patterns
• Outputs returned to workflow: debug_log
• HubSpot CRM objects affected or referenced: deals
• Associations handled: none detected
• Workflow control: can exit without producing outputs, contains asynchronous execution, returns output fields to later workflow actions
• Safeguards/error handling: guard clauses or missing-value checks, structured response handling, try/catch error handling, checks missing values, has catch block
• Imports: @hubspot/api-client
• External systems/hosts: none detected
• External call evidence: none detected
• HTTP methods in code: none detected
• Secrets configured: 2
• Code evidence: 99 lines returned; code body analyzed but omitted from docs

Step 7 - Action 15

• What happens: Runs a connected HubSpot workflow action
• What triggers it: After action 11
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: connected_action
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Runs a connected HubSpot workflow action
• Returned action type: SINGLE_CONNECTION
• Returned field keys: delta, time_unit

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 8 - Action 12

• What happens: Branches based on HubSpot list membership; 2 branches
• What triggers it: After action 15
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: Net price (amount), Duration (months) (duration__monthly_), 4f_ACV in deal currency (n4f_acv_in_deal_currency); lists: none detected

DATA MEANING:

• Net price (amount): The amount of a line item
• Duration (months) (duration__monthly_): project runtime, used to calculate project end date in combination with planned start date
• 4f_ACV in deal currency (n4f_acv_in_deal_currency): property is set by workflow and used for ACV goals calculation basis: TCV/duration*12 or TCV for durations <12 months

ACTION EVIDENCE:

• Action category: list_branch
• Detected intent: Branches based on HubSpot list membership
• Returned action type: LIST_BRANCH

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• Branch: updated
  • Condition summary: updated
  • Default branch: no
  • Next action IDs: workflow exit or not returned
  • Referenced properties: Net price (amount), Duration (months) (duration__monthly_), 4f_ACV in deal currency (n4f_acv_in_deal_currency)
  • Referenced lists: none detected
  • Filter-like criteria returned: 8
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_ACV in deal currency is known
        • 4f_ACV in deal currency is after
      • AND group
        • 4f_ACV in deal currency is known
        • 4f_ACV in deal currency is after
• Branch: default branch
  • Condition summary: default branch
  • Default branch: yes
  • Next action IDs: 13
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: default branch
      • Next action: 13

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 9 - Action 13

• What happens: Sends an internal notification
• What triggers it: After action 12
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: internal_notification
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, subject, user_ids
• subject: ACV not set
• user_ids: Patrick Gälweiler

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

System Behavior

• Workflow actions: 9
• Branch actions: 2
• Custom code actions: 2
• Property operations: 0
• List dependencies: 0
• Action categories: connected_action: 4, custom_code: 2, internal_notification: 1, list_branch: 2
• Property operation types: Logic not derivable from system.
• Associations created: listed under Outcomes when custom code exposes association evidence.

Outcomes

• Objects created: Logic not derivable from system.
• Objects updated: deals (custom code contains update call)
• Associations created: Logic not derivable from system.
• Marketing emails sent: 0
• Internal notifications: 1
• Sequence enrollments: 0
• Subscription updates: 0
• Webhooks: 0
• Custom code actions: 2

How It Is Implemented

Workflows

• Workflow: ELEVATE_Calculate Deal ACV based on Amount & Duration
  • Workflow ID: 3969846516
  • Revision ID: 29
  • Enabled: yes
  • Current HubSpot description: No workflow description returned.
  • Purpose: Logic not derivable from system.
  • Key logic: connected_action: 4, custom_code: 2, internal_notification: 1, list_branch: 2
  • Branching logic: 4 branch detail(s) returned by HubSpot
  • updated: updated; next actions: not returned; properties: amount, duration__monthly_, n4f_acv_in_deal_currency; lists: none detected
  • default branch: default branch; next actions: 10; properties: none detected; lists: none detected
  • updated: updated; next actions: not returned; properties: amount, duration__monthly_, n4f_acv_in_deal_currency; lists: none detected
  • default branch: default branch; next actions: 13; properties: none detected; lists: none detected
  • Dependencies: lists: none detected; properties: Net price (amount), Duration (months) (duration__monthly_), hs_name, hs_value, 4f_ACV in deal currency (n4f_acv_in_deal_currency); custom code: 2 custom code action(s)

Property Context

• Net price (amount) - The amount of a line item Roles: branch condition, step data, trigger condition. internal name: amount; object: Line Items; type: number.
• Duration (months) (duration__monthly_) - project runtime, used to calculate project end date in combination with planned start date Roles: branch condition, step data, trigger condition. internal name: duration__monthly_; object: Deals; type: number.
• hs_name - No HubSpot property description returned. Roles: trigger condition. internal name: hs_name; object: object not returned; type: not returned.
• hs_value - No HubSpot property description returned. Roles: trigger condition. internal name: hs_value; object: object not returned; type: not returned.
• 4f_ACV in deal currency (n4f_acv_in_deal_currency) - property is set by workflow and used for ACV goals calculation basis: TCV/duration*12 or TCV for durations <12 months Roles: branch condition, step data. internal name: n4f_acv_in_deal_currency; object: Deals; type: number.

Evidence And Gaps

• Domain evidence: Derived from configured workflow scope prefix: ELEVATE
• Quality flags: custom_code_present: Workflow appears to contain one or more custom code actions. branching_logic_present: Workflow contains branching logic.
• Narrative context: not used as source of truth.