The "Perform Math" automation action lets you perform calculations on numeric or date-based Contact and Deal custom fields. With this action, you can 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, a running total, or expiration dates.
Perform math with custom contact fields
The "Perform Math" action can be used with the following custom contact 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
- Date-based fields
To get started:
- Click Automations on the left menu.
- Edit the automation to which you want to add the "Perform Math" action.
- Click "Conditions and Workflow" on the right side of your screen.
- Drag the "Perform Math" action to your automation.
- The "Math Operation" modal will open. Click the dropdown on the left and select the "Contact Fields" option.
- The Contact Fields menu will expand:
- Click the custom field you wish to use with the "Perform Math" action. 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 want 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
- 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 have a decimal, we'll round up to the dollar
- Date-based fields
To get started:
- Click Automations on the left menu.
- Edit the automation to which you want to add the "Perform Math" action.
- Click "Conditions and Workflow" on the right side of your screen.
- Drag the "Perform Math" action to your automation.
- The "Math Operation" modal will open. Click the dropdown on the left and select the "Deal Fields" option.
- The Deal Fields menu will expand:
- Click the custom field you wish to use with the "Perform Math" action. 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, then click the math function you want 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, then click either Add or Subtract. Next, type the number of days you would like to adjust the date field value by
- Next, click the "Affects" dropdown and select the deals that will be affected
- Click the "Pipeline" dropdown to select which pipeline will be affected
- When finished, click the "Save" button.