Manage your B2B relationships from start to finish, powering onboarding, renewals, and account management with the help of company-based triggers. The Company Created trigger lets you start the process when a contact-associated record or manual action creates a new company.

Creating Your Workflow #

Start by navigating to the Workflows tab inside the Automation section. There, click + Create Workflow and select Company-based workflow.

Click Add New Trigger and select Company Created from the Company options.

Click + Add Filters to further limit which companies trigger the workflow. Pick from the standard fields to specify which phrase it should contain, or ensure the field is not empty by selecting your operator.

Once you have set your desired filters, click Save Trigger.

Add any actions you see fit, and you are done. This helps you automate entire company-level workflows, not just individual contacts, making it easy to keep Companies, Contacts, and Custom Objects in sync and to build workflows that affect all associated contacts when a new company is created.

Frequently Asked Questions #

When does the Company Created trigger fire? #

It activates when a new company is created, either through a contact-associated record or a manual action.

Where do I set up this workflow? #

Go to the Workflows tab in the Automation section, click + Create Workflow, and select Company-based workflow.

How do I add the trigger? #

Click Add New Trigger and select Company Created from the Company options.

What filters can I apply? #

You can use standard fields, specifying a phrase the field should contain or requiring that the field is not empty.

How is this different from contact-level triggers? #

It operates at the company level, letting you automate workflows that affect all associated contacts rather than a single contact.

What can I automate after this trigger? #

You can keep Companies, Contacts, and Custom Objects in sync and run onboarding, renewal, or account management actions automatically.