Workflow Trigger - Company Changed

TABLE OF CONTENTS

• Overview
• Trigger Name
• Trigger Description
• How to Configure
• Examples

  
  

Overview

The Company Changed trigger starts a workflow whenever selected fields in a Company record are updated. This trigger allows you to react instantly to changes in company details, ensuring that automations stay in sync with the most up-to-date data.

Trigger Name

Company Changed

Trigger Description

This trigger runs when:

• A Company record is updated.

• The update matches one or more field conditions you configure in the trigger.

You can choose specific fields to monitor (e.g., Industry, Status, Domain). When those fields change, the workflow automatically begins.

How to Configure

• Add the Trigger

  • Choose Company Changed as your workflow trigger.

• Select Fields to Monitor

  • Pick one or more Company fields (standard or custom) to track for changes.

  • Example: Industry, Domain, Status.

• Apply Operators

  • For each field, choose an operator:

    • Is not empty – fires when the field has any value.

    • Contains Phrase – fires when the field value contains a specified keyword/phrase.

• Add Multiple Filters (Optional)

  • Combine filters using AND logic (all conditions must be met for the trigger to fire).

• Save the Trigger

  • Once saved, the workflow will automatically enroll Companies whenever they meet your configured conditions.

Examples

Example 1: Track Industry Changes

Goal: Trigger onboarding when a Company’s Industry contains “Healthcare.”

Setup

• Filter: Industry → Contains Phrase → Healthcare

• Action: Enroll in Healthcare Onboarding Workflow

How It Works

1. Company Industry field is updated to “Healthcare Providers.”

2. Workflow triggers.

3. The Company is enrolled into the Healthcare-specific workflow.

Example 2: Ensure Domain Is Captured

Goal: Notify a team member whenever a Company record is created or updated without an empty domain.

Setup

• Filter: Domain → Is not empty

• Action: Send Internal Notification

How It Works

1. Company Domain field is populated with a value.

2. Workflow triggers.

3. Internal notification is sent to the sales team.