Trigger Name<\/h2>\n
Company Created<\/p>\n
Trigger Description<\/h2>\n
This trigger runs when:<\/p>\n
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A new\u00a0Company record<\/strong>\u00a0is created in your account.<\/p>\n<\/li>\n
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The creation occurs through any supported method (manual entry, form submission, import, API, or webhook).<\/p>\n<\/li>\n<\/ul>\n
You can use this trigger to automatically start workflows that onboard new companies, associate contacts, or sync data to other systems.<\/p>\n
How to Configure<\/h2>\n
![](\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155055609900\/original\/Wbj5hmmod2uxr-2peomD6ly_OMWJym8AfQ.png?1760010716\")
<\/strong><\/p>\n- \n
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Add the Trigger<\/strong><\/p>\n
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Open your workflow editor and choose\u00a0Company Created<\/strong>\u00a0as the starting trigger.<\/p>\n<\/li>\n
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This trigger is available only when the workflow type is\u00a0Company-based.<\/strong><\/p>\n<\/li>\n<\/ul>\n<\/li>\n
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Add Filters (Optional)<\/strong><\/p>\n
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You can optionally add filters to target specific types of company creations, for example:<\/p>\n
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Industry contains \u201cReal Estate\u201d<\/em><\/p>\n<\/li>\n
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Company Name contains \u201cLLC\u201d<\/em><\/p>\n<\/li>\n
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Owner is not empty<\/em><\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n
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Save the Trigger<\/strong><\/p>\n
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Once configured, click\u00a0Save Trigger<\/strong>.<\/p>\n<\/li>\n
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The workflow will now automatically start whenever a new company record is created that meets your filter criteria (if any).<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
Example<\/h2>\n
Onboard New Companies Automatically<\/strong><\/h4>\n
Goal:<\/strong>\u00a0Start a workflow whenever a new company is added to send a welcome email<\/p>\n
Setup<\/strong><\/p>\n
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Trigger:<\/strong>\u00a0Company Created<\/p>\n<\/li>\n
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Actions:<\/strong><\/p>\n
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Send Email<\/strong>\u00a0\u2013 Welcome the new company to your CRM.<\/p>\n<\/li>\n<\/ol>\n<\/li>\n<\/ul>\n
Flow<\/strong><\/p>\n
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A new company is created in your CRM (via form or import).<\/p>\n<\/li>\n
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Workflow starts automatically.<\/p>\n<\/li>\n
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The system sends a welcome email<\/p>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"
Overview The\u00a0Company Created\u00a0trigger starts a workflow whenever a\u00a0new Company record\u00a0is added to your CRM \u2014 whether it\u2019s created manually, imported, […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[52],"doc_tag":[],"class_list":["post-1201","docs","type-docs","status-publish","hentry","doc_category-events-workflow-triggers"],"year_month":"2026-07","word_count":229,"total_views":"13","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Events Workflow Triggers","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/events-workflow-triggers\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1201","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=1201"}],"version-history":[{"count":1,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1201\/revisions"}],"predecessor-version":[{"id":1202,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1201\/revisions\/1202"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=1201"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=1201"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=1201"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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