This article explains how to use the Math Operation action in workflows to perform simple calculations like addition, subtraction, multiplication, and…
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This article explains how to use the Math Operation action in workflows to perform simple calculations like addition, subtraction, multiplication, and division between numbers or custom fields. It also covers how to handle more complex calculations by breaking them into multiple steps.
IMPORTANT: Currently, complex expressions requiring order of operations (PEMDAS or BODMAS) are not supported in a single Math Operation action. Users must manually break down calculations using multiple steps."
The Math Operation workflow action allows users to perform various calculations directly within a workflow. You can add, subtract, multiply, or divide numeric fields and update them automatically based on specific actions or triggers. For date fields, you can add or subtract days, months, or years, making it easy to automate time-sensitive processes like reminders or scheduling.
For example, a subscription-based service can use the Math Operation action to calculate renewal dates by adding a specific duration to the start date, ensuring customers receive timely reminders.
Key Benefits of Math Operation Workflow Action
Here are some of the key advantages of using this feature in your workflows, helping you automate calculations, improve accuracy, and streamline processes effortlessly.
Automation & Efficiency: Eliminates manual calculations, reducing errors and saving time while streamlining repetitive tasks like lead scoring, commission calculations, and deadline management.
Customization & Integration: Supports custom fields and values, allowing flexible configurations while seamlessly working with other workflow actions, triggers, and If/Else conditions for advanced automation.
Accuracy & Scalability: Ensures precise updates to numeric, monetary, and date fields while handling large data volumes without additional manual effort, maintaining consistent performance.
Configuring Math Operation Workflow Action
Now that you have understood the advantages of using this action, Let's learn how to set up the Math Operation action by choosing the right field, applying calculations, and updating values. Also, how to leverage dynamic fields, multiple operations, and custom values to keep your calculations accurate and automated.
Navigate to Automation
Select or create a workflow by navigating to the Automation section. Create a new workflow or choose an existing one where you want to add the Math Operation action.
Navigate to Automation (image 1 of 11)What this shows Select or create a workflow by navigating to the Automation section.What this showsIllustrates the "Navigate to Automation" section of "Workflow Action - Math Operation".This screenshot appears in the "Navigate to Automation" section of "Workflow Action - Math Operation". The text alongside this image reads: Select or create a workflow by navigating to the Automation section. Create a new workflow or choose an existing one where you want to add the Math Operation action. Immediately after, the guide continues: Before adding the Math Operation action, it’s important to set up a workflow trigger—this determines when the workflow will activate and execute the Math Operation. Once the trigger is in place, click on “Add Action” and select “Math….Image 1 of 11What to chooseSelect or create a workflow by navigating to the Automation section. Create a new workflow or choose an existing one where you want to add the Math Operation action.
Buttons and menus referencedAutomation
Next stepBefore adding the Math Operation action, it’s important to set up a workflow trigger—this determines when the workflow will activate and execute the Math Operation. Once the trigger is in place, click on “Add Action” and select “Math Operation” from the list to configure the calculation within the workflow.
Adding the Math Operation Action
Before adding the Math Operation action, it’s important to set up a workflow trigger—this determines when the workflow will activate and execute the Math Operation. Once the trigger is in place, click on “Add Action” and select “Math Operation” from the list to configure the calculation within the workflow.
Adding the Math Operation Action (image 2 of 11)What this shows Before adding the Math Operation action, it’s important to set up a workflow trigger—this determines when the workflow will activate and…What this showsIllustrates the "Adding the Math Operation Action" section of "Workflow Action - Math Operation".This screenshot appears in the "Adding the Math Operation Action" section of "Workflow Action - Math Operation". The text alongside this image reads: Before adding the Math Operation action, it’s important to set up a workflow trigger—this determines when the workflow will activate and execute the Math Operation. Once the trigger is in place, click on “Add Action” and select “Math Operation” from the list to configure the calculation within the…. Immediately after, the guide continues: By default, the action is named “Math Operation,” but you can rename it for clarity. Use a descriptive name to make workflows easier to follow. A clear name helps quickly identify the action, especially in complex workflows.Image 2 of 11What to chooseBefore adding the Math Operation action, it’s important to set up a workflow trigger—this determines when the workflow will activate and execute the Math Operation. Once the trigger is in place, click on “Add Action” and select “Math Operation” from the list to configure the calculation within the workflow.
Buttons and menus referenced“Add Action”“Math Operation”
Next stepBy default, the action is named “Math Operation,” but you can rename it for clarity. Use a descriptive name to make workflows easier to follow. A clear name helps quickly identify the action, especially in complex workflows.
Naming the Action
By default, the action is named “Math Operation,” but you can rename it for clarity. Use a descriptive name to make workflows easier to follow. A clear name helps quickly identify the action, especially in complex workflows.
Naming the Action (image 3 of 11)What this shows By default, the action is named “Math Operation,” but you can rename it for clarity.What this showsIllustrates the "Naming the Action" section of "Workflow Action - Math Operation".This screenshot appears in the "Naming the Action" section of "Workflow Action - Math Operation". The text alongside this image reads: By default, the action is named “Math Operation,” but you can rename it for clarity. Use a descriptive name to make workflows easier to follow. A clear name helps quickly identify the action, especially in complex workflows. Immediately after, the guide continues: After naming the action, the next step is selecting the field where the calculation will be applied. Clicking the “Select Field” dropdown presents three options.Image 3 of 11What this coversBy default, the action is named “Math Operation,” but you can rename it for clarity. Use a descriptive name to make workflows easier to follow. A clear name helps quickly identify the action, especially in complex workflows.Next stepAfter naming the action, the next step is selecting the field where the calculation will be applied. Clicking the “Select Field” dropdown presents three options:
Selecting a Field
After naming the action, the next step is selecting the field where the calculation will be applied. Clicking the “Select Field” dropdown presents three options:
Date Fields: With this option, you can perform date-based calculations for scheduling, reminders, or age verification using system-generated date fields like Current Date and Date of Birth. Lets understand each option:
Current Date: Represents the present date when the workflow runs. This is useful for operations like calculating deadlines, follow-up reminders, or scheduling future events based on today’s date.
Date of Birth: Refers to a contact’s recorded birth date. This option is often used for age verification, birthday reminders, or calculating anniversaries.
Custom Fields: These are fields specific to your CRM setup, such as Policy Expiry Date or Contract Start Date. Selecting a custom field enables calculations based on data stored in the system, making it useful for setting up automated renewal reminders, contract extensions, or milestone tracking.
Custom Values: This option allows you to manually input a static value instead of selecting a stored field. It’s useful for applying fixed calculations, such as adding a specific number of days to a date field or calculating a percentage increase for lead scores or pricing adjustments.
Selecting a Field (image 4 of 11)What this shows Date Fields: With this option, you can perform date-based calculations for scheduling, reminders, or age verification using…What this showsIllustrates the "Selecting a Field" section of "Workflow Action - Math Operation".This screenshot appears in the "Selecting a Field" section of "Workflow Action - Math Operation". The text alongside this image reads: Date Fields: With this option, you can perform date-based calculations for scheduling, reminders, or age verification using system-generated date fields like Current Date and Date of Birth. Lets understand each option: Custom Fields: These are fields specific to your CRM setup, such as Policy…. Immediately after, the guide continues: Once you’ve selected a field—whether it’s a Date Field, Custom Field, or Custom Value—the next step is to define the type of calculation you want to apply. Date fields: In Date Fields you have the flexibility to add or subtract days….Image 4 of 11What to fill inDate Fields: With this option, you can perform date-based calculations for scheduling, reminders, or age verification using system-generated date fields like Current Date and Date of Birth. Lets understand each option: Custom Fields: These are fields specific to your CRM setup, such as Policy Expiry Date or Contract Start Date. Selecting a custom field enables calculations based on data stored in the system, making it useful for setting up automated renewal reminders, contract extensions, or milestone tracking. Custom Values: This option allows you to manually input a static value instead of selecting a stored field. It’s useful for applying fixed calculations, such as adding a specific number of days to a date field or calculating a percentage increase for lead scores or pricing adjustments.
Buttons and menus referenced“Select Field”
Next stepOnce you’ve selected a field—whether it’s a Date Field, Custom Field, or Custom Value—the next step is to define the type of calculation you want to apply. Date fields: In Date Fields you have the flexibility to add or subtract days, months, or years, making it easy to set up automated reminders, deadlines, or scheduling adjustments.All 3 steps in this procedure
Date Fields: With this option, you can perform date-based calculations for scheduling, reminders, or age verification using system-generated date fields like Current Date and Date of Birth. Lets understand each option:
Custom Fields: These are fields specific to your CRM setup, such as Policy Expiry Date or Contract Start Date. Selecting a custom field enables calculations based on data stored in the system, making it useful for setting up automated renewal reminders, contract extensions, or milestone tracking.
Custom Values: This option allows you to manually input a static value instead of selecting a stored field. It’s useful for applying fixed calculations, such as adding a specific number of days to a date field or calculating a percentage increase for lead scores or pricing adjustments.
Operation Type
Once you’ve selected a field—whether it’s a Date Field, Custom Field, or Custom Value—the next step is to define the type of calculation you want to apply. Date fields : In Date Fields you have the flexibility to add or subtract days, months, or years, making it easy to set up automated reminders, deadlines, or scheduling adjustments.
Operation Type (image 5 of 11)What this shows Once you’ve selected a field—whether it’s a Date Field, Custom Field, or Custom Value—the next step is to define the type of calculation…What this showsIllustrates the "Operation Type" section of "Workflow Action - Math Operation".This screenshot appears in the "Operation Type" section of "Workflow Action - Math Operation". The text alongside this image reads: Once you’ve selected a field—whether it’s a Date Field, Custom Field, or Custom Value—the next step is to define the type of calculation you want to apply. Date fields: In Date Fields you have the flexibility to add or subtract days, months, or years, making it easy to set up automated reminders…. Immediately after, the guide continues: Numeric and monetary fields: In numeric fields, you can perform operations like Addition, Subtraction, Multiplication, or Division to update values automatically.Image 5 of 11What to fill inOnce you’ve selected a field—whether it’s a Date Field, Custom Field, or Custom Value—the next step is to define the type of calculation you want to apply. Date fields: In Date Fields you have the flexibility to add or subtract days, months, or years, making it easy to set up automated reminders, deadlines, or scheduling adjustments.Next stepNumeric and monetary fields: In numeric fields, you can perform operations like Addition, Subtraction, Multiplication, or Division to update values automatically.
Numeric and monetary fields: In numeric fields, you can perform operations like Addition, Subtraction, Multiplication, or Division to update values automatically.
Operation Type (image 6 of 11)What this shows Numeric and monetary fields: In numeric fields, you can perform operations like Addition, Subtraction, Multiplication, or Division to…What this showsIllustrates the "Operation Type" section of "Workflow Action - Math Operation".This screenshot appears in the "Operation Type" section of "Workflow Action - Math Operation". The text alongside this image reads: Numeric and monetary fields: In numeric fields, you can perform operations like Addition, Subtraction, Multiplication, or Division to update values automatically. Immediately after, the guide continues: After selecting the operation type, you need to enter a numerical value for the calculation. You can either input a static number manually or use the ”+” and “-” icons to quickly adjust the value as needed.Image 6 of 11What this coversNumeric and monetary fields: In numeric fields, you can perform operations like Addition, Subtraction, Multiplication, or Division to update values automatically.Next stepAfter selecting the operation type, you need to enter a numerical value for the calculation. You can either input a static number manually or use the ”+” and “-” icons to quickly adjust the value as needed.
Setting the Operation Value
After selecting the operation type, you need to enter a numerical value for the calculation. You can either input a static number manually or use the ”+” and “-” icons to quickly adjust the value as needed.
Setting the Operation Value (image 7 of 11)What this shows After selecting the operation type, you need to enter a numerical value for the calculation.What this showsIllustrates the "Setting the Operation Value" section of "Workflow Action - Math Operation".This animation appears in the "Setting the Operation Value" section of "Workflow Action - Math Operation". The text alongside this image reads: After selecting the operation type, you need to enter a numerical value for the calculation. You can either input a static number manually or use the ”+” and “-” icons to quickly adjust the value as needed. Immediately after, the guide continues: The Tag Icon allows you to select dynamic values from custom fields instead of entering static numbers manually. This ensures that calculations automatically adapt to real-time data changes, making workflows more flexible and efficient.Image 7 of 11What to fill inAfter selecting the operation type, you need to enter a numerical value for the calculation. You can either input a static number manually or use the ”+” and “-” icons to quickly adjust the value as needed.
Buttons and menus referenced”+”“-”
Next stepThe Tag Icon allows you to select dynamic values from custom fields instead of entering static numbers manually. This ensures that calculations automatically adapt to real-time data changes, making workflows more flexible and efficient.
Tag Icon
The Tag Icon allows you to select dynamic values from custom fields instead of entering static numbers manually. This ensures that calculations automatically adapt to real-time data changes, making workflows more flexible and efficient.
Tag Icon (image 8 of 11)What this shows The Tag Icon allows you to select dynamic values from custom fields instead of entering static numbers manually.What this showsIllustrates the "Tag Icon" section of "Workflow Action - Math Operation".This screenshot appears in the "Tag Icon" section of "Workflow Action - Math Operation". The text alongside this image reads: The Tag Icon allows you to select dynamic values from custom fields instead of entering static numbers manually. This ensures that calculations automatically adapt to real-time data changes, making workflows more flexible and efficient. Immediately after, the guide continues: The delete icon (trash bin) lets you remove an operation if you no longer need it. This feature helps keep calculations clean and accurate by allowing quick adjustments without rebuilding the entire Math Operation action. If a mistake is….Image 8 of 11What to chooseThe Tag Icon allows you to select dynamic values from custom fields instead of entering static numbers manually. This ensures that calculations automatically adapt to real-time data changes, making workflows more flexible and efficient.Next stepThe delete icon (trash bin) lets you remove an operation if you no longer need it. This feature helps keep calculations clean and accurate by allowing quick adjustments without rebuilding the entire Math Operation action. If a mistake is made or an operation is no longer required, simply click the trash bin to delete it.
Delete Icon
The delete icon (trash bin) lets you remove an operation if you no longer need it. This feature helps keep calculations clean and accurate by allowing quick adjustments without rebuilding the entire Math Operation action. If a mistake is made or an operation is no longer required, simply click the trash bin to delete it.
Delete Icon (image 9 of 11)What this shows The delete icon (trash bin) lets you remove an operation if you no longer need it.What this showsIllustrates the "Delete Icon" section of "Workflow Action - Math Operation".This screenshot appears in the "Delete Icon" section of "Workflow Action - Math Operation". The text alongside this image reads: The delete icon (trash bin) lets you remove an operation if you no longer need it. This feature helps keep calculations clean and accurate by allowing quick adjustments without rebuilding the entire Math Operation action. If a mistake is made or an operation is no longer required, simply click the…. Immediately after, the guide continues: In order to add multiple math operations within a single math operation action you will use the Add Operator option. This feature is useful when performing a sequence of calculations, such as first adding a value and then multiplying the….Image 9 of 11What to clickThe delete icon (trash bin) lets you remove an operation if you no longer need it. This feature helps keep calculations clean and accurate by allowing quick adjustments without rebuilding the entire Math Operation action. If a mistake is made or an operation is no longer required, simply click the trash bin to delete it.Next stepIn order to add multiple math operations within a single math operation action you will use the Add Operator option. This feature is useful when performing a sequence of calculations, such as first adding a value and then multiplying the result. By clicking Add Operator, you can continue refining the calculations without needing separate workflow actions, making complex automation setups more efficient.
Adding Multiple Operations
In order to add multiple math operations within a single math operation action you will use the Add Operator option. This feature is useful when performing a sequence of calculations, such as first adding a value and then multiplying the result. By clicking Add Operator, you can continue refining the calculations without needing separate workflow actions, making complex automation setups more efficient.
Adding Multiple Operations (image 10 of 11)What this shows In order to add multiple math operations within a single math operation action you will use the Add Operator option.What this showsIllustrates the "Adding Multiple Operations" section of "Workflow Action - Math Operation".This screenshot appears in the "Adding Multiple Operations" section of "Workflow Action - Math Operation". The text alongside this image reads: In order to add multiple math operations within a single math operation action you will use the Add Operator option. This feature is useful when performing a sequence of calculations, such as first adding a value and then multiplying the result. By clicking Add Operator, you can continue refining…. Immediately after, the guide continues: The Update Field option determines where the result of the calculation will be stored. Users must ensure that the selected field matches the type of data being processed—numeric fields should be updated with numeric values, and date….Image 10 of 11What this coversIn order to add multiple math operations within a single math operation action you will use the Add Operator option. This feature is useful when performing a sequence of calculations, such as first adding a value and then multiplying the result. By clicking Add Operator, you can continue refining the calculations without needing separate workflow actions, making complex automation setups more efficient.
Buttons and menus referencedAdd Operator
Next stepThe Update Field option determines where the result of the calculation will be stored. Users must ensure that the selected field matches the type of data being processed—numeric fields should be updated with numeric values, and date fields should store date-based calculations.
Update Field
The Update Field option determines where the result of the calculation will be stored. Users must ensure that the selected field matches the type of data being processed—numeric fields should be updated with numeric values, and date fields should store date-based calculations.
Update Field (image 11 of 11)What this shows The Update Field option determines where the result of the calculation will be stored.What this showsIllustrates the "Update Field" section of "Workflow Action - Math Operation".This screenshot appears in the "Update Field" section of "Workflow Action - Math Operation". The text alongside this image reads: The Update Field option determines where the result of the calculation will be stored. Users must ensure that the selected field matches the type of data being processed—numeric fields should be updated with numeric values, and date fields should store date-based calculations. Immediately after, the guide continues: Save and activate the action by clicking “Save” to apply the Math Operation action to the workflow. Once your workflow setup is complete, click “Publish” to activate the workflow.Image 11 of 11What to fill inThe Update Field option determines where the result of the calculation will be stored. Users must ensure that the selected field matches the type of data being processed—numeric fields should be updated with numeric values, and date fields should store date-based calculations.Next stepSave and activate the action by clicking “Save” to apply the Math Operation action to the workflow. Once your workflow setup is complete, click “Publish” to activate the workflow.
Save and Publish
Save and activate the action by clicking “Save” to apply the Math Operation action to the workflow. Once your workflow setup is complete, click “Publish” to activate the workflow.
Frequently Asked Questions
Q. Can I perform math operations on custom date fields?
Yes, you can perform addition or subtraction on custom date fields to automate time-sensitive tasks, such as reminders or scheduling.
Q. Are there any limitations on the range of values in math operations?
Numeric fields can store both positive and negative values, while monetary fields only accept values greater than or equal to zero. Negative values are not supported for date fields.
Q. Can I use Math Operation actions with If/Else conditions?
Absolutely! You can use the result of a Math Operation action in an If/Else condition to create dynamic workflows. For example, use calculated lead scores to route leads through different sales paths based on their engagement level.
Q. Can I perform multiple math operations at once (e.g., 1 + 2 × 3 - 4 ÷ 5)?
At this time, the Math Operation workflow action in GHL Customer Care supports only one simple operation at a time (addition, subtraction, multiplication, or division between two values).
Important:
The action does not automatically apply order of operations (PEMDAS or BODMAS).
If you need to perform a complex calculation, you will need to break it into multiple Math Operation steps, following the correct math sequence, and use custom fields to store intermediate results.
The Math Operation workflow action allows users to perform various calculations directly within a workflow. You can add, subtract, multiply, or divide numeric fields and update them automatically based on specific actions or triggers. For date fields, you can add or subtract days, months, or years, making it easy to automate time-sensitive processes like reminders or scheduling. For example, a subscription-based service can use the Math Operation action to calculate renewal dates by adding a specific duration to the start date, ensuring customers receive timely reminders.
