Workflow Action - Update Associated Company

TABLE OF CONTENTS

• Overview
• Action Name
• Action Description
• Action Details
• Example

  
  

Overview

The Update Associated Company action allows you to automatically update the details of the Company linked to a Contact in a Contact-based workflow.

It’s available only in Contact-based workflows and helps you keep company data synchronized whenever related contact information changes, or when new data is received through webhooks or forms.

If no company is associated with the Contact, the action will be skipped automatically.

Action Name

Update Associated Company

Action Description

Use this action to:

• Automatically update fields in the Company associated with the Contact triggering the workflow.

• Map workflow variables, contact fields, or webhook data to company fields (e.g., Company Name, Domain, Industry).

• Keep both contact and company data up to date without manual editing.

This action updates existing company records — it does not create new companies.
For creating a new associated company, use the Create Associated Company action instead.

Action Details

I. Field Mapping

• Map the company fields you want to update using workflow data or static values.

• Example mappings:

  • Company Name → {{contact.company_name}}

  • Industry → {{inboundWebhookRequest.body.industry}}

  • Domain → {{contact.email}} (to extract domain automatically)

II. Dynamic Value Sources
You can use values from:

• Contact fields (e.g., company_name, email, city).

• Inbound Webhook payloads (e.g., {{inboundWebhookRequest.body.domain}}).

• Fixed text values (e.g., “Active Client”).

III. Add Field

• Use + Add Field to update multiple company properties at once.

• Each field-value pair represents one update operation.

IV. Update Behavior

• The action updates the primary company associated with the Contact.

• If the Contact is not linked to any Company, the action will be skipped automatically.

V. Save Action

• After mapping fields, click Save Action.

• When the workflow runs, it updates the associated company record with the configured values.

VI. Edge Cases & Notes

• Available only in Contact-based workflows.

• The action cannot create new companies — use Create Associated Company for that.

• The workflow will skip execution if the contact has no associated company.

Example

Update Company Address When Contact Moves

Goal: Automatically reflect address changes at the company level.

Setup

• Trigger: Contact Changed → Address field updated

• Action: Update Associated Company

• Field Mappings:

  • Address → {{contact.address}}

  • City → {{contact.city}}

  • State → {{contact.state}}

Flow

1. A contact updates their address.

2. Workflow triggers the update.

3. The associated company’s address fields are automatically updated.