Description:

When creating or sending an invoice through a workflow action, the line item price field does not accept dynamic custom values from contact fields (e.g. {{contact.annual_tuneup}}). The price field only accepts fixed static amounts, requiring manual update for each invoice.

Use Case:

We have a 5-Year Annual Tune-Up Program where each customer has a unique annual rate stored in a contact custom field (contact.annual_tuneup, field type: Monetary). When a tune-up appointment is booked, we need the workflow to automatically generate and send an invoice with that contact's specific annual rate populated in the line item price — without manual intervention.

What We Tried:

Workflow "Send Invoice" action — price field does not accept {{contact.annual_tuneup}}

Custom Code action — JavaScript environment does not support axios, fetch, require, or XMLHttpRequest

Webhook action — outbound webhook sends fixed format payload, does not support custom JSON body structure needed to create invoice via API

Expected Behavior:

The invoice line item price field should accept contact custom field values just like other workflow fields (SMS, email, tasks, etc.) support dynamic merge fields.

Requested Fix/Feature:

Allow dynamic custom values in the invoice line item price field when using the Send Invoice or Create Invoice workflow action.