Automate Actions with the Company Created Workflow Trigger
Overview
The Company Created trigger allows you to initiate a workflow automatically whenever a new company is added to your CRM. This trigger activates regardless of how the company record is created—whether entered manually, imported from a file, submitted through a form, or added via an API or webhook connection.
Trigger Details
This trigger is designed to respond to the creation of any new company record within your account. It supports workflows that help you welcome new companies, assign contacts, update related records, or integrate with external services seamlessly.
Configuring the Trigger
Add the Trigger
To use this trigger, first create or edit a workflow and ensure it is set to the Company type. In the workflow editor, select Company Created as the starting trigger.
Apply Filters (Optional)
You can narrow down when the trigger fires by adding conditions. For instance, you might set filters such as:
- Industry includes a specific keyword
- Company name contains certain text
- Owner field is populated
These filters ensure the workflow only runs for companies that match your criteria.
Save the Configuration
After setting up the trigger and any desired filters, click Save Trigger. Your workflow will now activate for every new company that meets your specified conditions.
Example Use Case
Automated Company Onboarding
Objective: Send a welcome email automatically when a new company is added.
Setup:
- Trigger: Company Created
- Action: Send an email welcoming the company to your platform
How It Works:
- A new company is created in the CRM.
- The workflow triggers immediately.
- The system sends a customized welcome email to the appropriate recipients.