Add product to a card

The Add Product to Card (add_product_to_card) operation allows associating one or more products to a card, enabling efficient management of items linked to a negotiation, quotation or

🎯 What does this operation do?

This operation adds a product to a specific card, allowing:

✅ Associate products with a sales card, quote, or service. ✅ Automatically update products linked to a card. ✅ Create automated flows to add products based on system events.

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📂 How to Configure the "Add Product to Card" Operation

1️⃣ Access the Component

1. In Hablla Studio, open the automation flow where you want to add products to a card.

2. Add the Cards.

3. In right side panel, select the operation "Add Product to Card".

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2️⃣ Fill in the Required Fields

🔹 Workspace ID → Identifier of the workspace where the card is located (Required). 🔹 Card ID → Unique identifier of the card where the product will be added (Required). 🔹 Product → Select the product to be added (Required). 🔹 SKU → Product SKU code (Required). 🔹 Price → Product value that will be associated with the card (Required). 🔹 Quantity → Number of units of the product (Required).

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3️⃣ Add Additional Information (Optional)

🔹 Discount (Amount or Percentage) → Application of a discount to the product. 🔹 Taxes (Amount or Percentage) → Inclusion of taxes on the product value. 🔹 Recurring Product → Indicates whether the product will be recurring in the deal. 🔹 Custom Fields → Possibility to add specific additional information.

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4️⃣ Save the Configuration

After defining the fields, click the "Save" ✅.

Now, whenever this automation is triggered, the product will be automatically added to the selected card.

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📌 Usage Example in an Automation Flow

📊 Scenario: Create a flow where, upon receiving a quote request, the system automatically adds the related products to the customer's card.

1️⃣ Block 1 → Capture the request and check the products requested. 2️⃣ Block 2 → Trigger the operation Add Product to Card, including the products in the customer's card. 3️⃣ Block 3 → Notify the sales team about the products added to the card.

🚀 Result: The products are automatically linked to the card, ensuring that deals and processes are managed efficiently.

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🎉 Conclusion

The operation Add Product to Card in the Hablla Studio optimizes the management of products within cards, making the automation of sales, quotes, and deals smoother and more effective.

If you need more support, contact our team! 🚀