Update Company trigger in Automations

This powerful automation step allows you to confidently use the when a company is modified event as a trigger:

  • Name of the trigger in the platform: When a Company is created or modified

How to update the company trigger in Automations:

Step 1 - Navigate to Automations.

Step 2 - Create an automation with the trigger -

a) When a Company is created or modified

Step 3 - Choose the required fields on the side panel as an additional step to ensure not all company updates fire the automation.

Step 4 - Click on the top right to turn on the automation.

Screenshot 2024-04-23 at 3.21.31 PM.png

Step 5 - Users can also choose the updated field. 

Screenshot 2024-04-23 at 3.22.34 PM.png

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