Workflow Trigger - Company Changed

Overview

The Company Changed trigger initiates a workflow whenever specific fields in a Company record are modified. This enables you to create automations that respond immediately to updates in company information, keeping your processes aligned with current data.

Trigger Details

This trigger activates under these conditions:

• A Company record is updated
• The update involves one or more fields you've specified in the trigger configuration
• You can select particular Company fields (such as Industry, Status, or Domain) to monitor for changes

When any of the monitored fields are modified according to your settings, the workflow will automatically launch.

Configuration Steps

Add the Trigger

Select "Company Changed" as the trigger type when setting up your workflow.

Choose Fields to Monitor

Specify which Company fields (including custom fields) you want to track for changes. You can monitor one or multiple fields simultaneously.

Set Field Conditions

For each field you're monitoring, configure the condition that will trigger the workflow:

• Is not empty - Activates when the field contains any value
• Contains Phrase - Activates when the field includes a specific word or phrase you define

Combine Filters (Optional)

You can add multiple field conditions that must all be satisfied for the trigger to activate (using AND logic).

Save Your Configuration

Once saved, the workflow will automatically enroll Companies that meet your specified conditions whenever their data changes.

Use Case Examples

Industry-Based Workflow Enrollment

Objective: Automatically enroll companies in a specialized workflow when their industry is updated to a specific category.

Configuration:

• Field: Industry
• Condition: Contains Phrase
• Value: Healthcare
• Action: Enroll in Healthcare onboarding workflow

How it works: When a Company's Industry field is updated to include "Healthcare" (such as "Healthcare Providers"), the workflow triggers and the company is enrolled in the appropriate automation sequence.

Domain Verification Alert

Objective: Receive notifications when company domain information is added to a record.

Configuration:

• Field: Domain
• Condition: Is not empty
• Action: Send internal notification to team

How it works: Whenever a Company's Domain field is populated with any value, the workflow activates and sends a notification alerting your team that domain information has been captured.