topic Re: Company List as a Workflow Trigger in Tips, Tricks & Best Practices

Company List as a Workflow Trigger

JMayhew6 — Tue, 19 Sep 2023 09:18:36 GMT

What about for company list and company workflows? I tried setting up a static list enrollment trigger for a company list and a company workflow, and I don't appear to have the option to enroll companies based on whether or not they are a member of the company list. It seems very strange that this would work for contact records and not company records? Why should that make any difference I wonder...

Betreff: Company List as a Workflow Trigger

MiaSrebrnjak — Tue, 19 Sep 2023 14:06:43 GMT

Hi @JMayhew6,

Thank you for reaching out to the Community, this is a great question!

I wanted to share this post in our Ideas forum where the product team has shared a bit more insight into why this currently isn't an available option in workflows. It'd be great if you could share your use case & feedback in the comments there too! Thank you!

Cheers
Mia, Community Team

Re: Company List as a Workflow Trigger

karstenkoehler — Tue, 19 Sep 2023 14:10:51 GMT

Hi @JMayhew6,

(for me) this is already possible, see below, after selecting "When an event occurs" > "Add trigger" > "List membership changed":

Best regards!

Re: Company List as a Workflow Trigger

MiaSrebrnjak — Tue, 19 Sep 2023 14:12:59 GMT

Oh nice, thank you for sharing @karstenkoehler! 👍