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Update company trigger in Business App automations

You can use the When a Company is created or modified trigger to run automations based on company changes.

How to set up the company trigger​

Step 1 – Go to Business App → My Business → Automations.

Step 2 – Create an automation and set the trigger to When a Company is created or modified.

Step 3 – In the side panel, choose the fields that must change for the automation to run. This prevents every company update from triggering the automation.

Step 4 – Turn the automation on using the toggle at the top right.

Company trigger configuration screen

Step 5 – You can also choose which updated field(s) trigger the automation.

Company trigger field selection