The "Perform Math" automation action lets you execute calculations on existing custom deal and contact fields that contain numbers or dates. With this action, you will be able to adjust the value of an existing field using either the add, subtract, multiply, or divide math function.
You may want to use this to calculate the number of appointments or interactions a customer has, calculate a running total, or calculate expiration dates.
Math Action is available to all plan levels. However, customers with a Plus, Professional, or Enterprise plan can use the "Perform Math" action with custom deal fields.
In this article:
Perform math with custom contact fields
The "Perform Math" action can be used with the following custom contact field types:
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Text input fields
These fields must contain whole numbers and no symbols. If this field contains a number with a decimal point or any other symbol, it will skip the Perform Math action in your automation. - Date-based fields
1. From your automation, click "Conditions and Workflow" on the right side of your screen.
2. Add the "Math" action to your automation by dragging and dropping it.
3. The "Math Operation" modal will open. Click the drop-down on the left and select the "Contact Fields" option.
4. The Contact Fields menu will expand. Click the custom field you wish to perform a math action with. Note that we only display a limited number of fields in the dropdown. If you don't see the desired field listed, type the field name into the search option provided.
Text input fields: Click the middle dropdown and click the math function you would like to use. You can choose from Add, Subtract, Multiply, or Divide. Next, type the number you wish to adjust the field value by in the right field.
Date-based fields: Click the middle dropdown and click either Add or Subtract. Next type the number of days you would like to adjust the date field value by.
6. When finished, click the "Save" button.
Perform math with custom deal fields
The "Perform Math" action can be used with the following custom deal field types:
-
Text input fields
These fields must contain whole numbers and no symbols. If this field contains a number with a decimal point or any other symbol, it will skip the Perform Math action in your automation. -
Number fields
If numbers in these fields contain a decimal, we'll round up to the nearest whole number. -
Money fields
If numbers in these fields contain a decimal, we'll round up to the dollar. - Date-based fields
1. From your automation, click "Conditions and Workflow" on the right side of your screen.
2. Add the "Math" action to your automation by dragging and dropping it.
3. The "Math Operation" modal will open. Click the drop-down on the left and select the "Deal Fields" option.
4. The Deal Fields menu will expand. Click the custom field you wish to perform a math action with. Note that we only display a limited number of fields in the dropdown. If you don't see the desired field listed, type the field name into the search option provided.
Text input, money, and number fields: Click the middle dropdown and click the math function you would like to use. You can choose from Add, Subtract, Multiply, or Divide. Next, type the number you wish to adjust the field value by in the right field.
Date-based fields: Click the middle dropdown and click either Add or Subtract. Next type the number of days you would like to adjust the date field value by.
5. After selecting the desired field, math function, and number click the "Affects" dropdown and select which deals will be affected.
6. Click the "Pipeline" dropdown to select which pipeline will be affected.
6. When finished, click the "Save" button.
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