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Workflow Trigger - Company Created

Start workflows automatically when a new company is added in GHL Customer Care. Use this trigger to assign owners, send onboarding emails, or tag new companies.

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On this page
  1. Overview
  2. Trigger Name
  3. Trigger Description
  4. How to Configure
  5. Example

TABLE OF CONTENTS

Overview

The Company Created trigger starts a workflow whenever a new Company record is added to your CRM — whether it’s created manually, imported, or automatically added through forms, webhooks, or integrations.

Trigger Name

Company Created

Trigger Description

This trigger runs when:

  • A new Company record is created in your account.

  • The creation occurs through any supported method (manual entry, form submission, import, API, or webhook).

You can use this trigger to automatically start workflows that onboard new companies, associate contacts, or sync data to other systems.

How to Configure

How to Configure (image 1 of 1) What this shows You can use this trigger to automatically start workflows that onboard new companies, associate contacts, or sync data to other systems. What this shows Illustrates the "How to Configure" section of "Workflow Trigger - Company Created". This screenshot appears in the "How to Configure" section of "Workflow Trigger - Company Created". The text alongside this image reads: You can use this trigger to automatically start workflows that onboard new companies, associate contacts, or sync data to other systems. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Add the Trigger Add Filters (Optional) Save the Trigger. Image 1 of 1 What this coversYou can use this trigger to automatically start workflows that onboard new companies, associate contacts, or sync data to other systems.
Fields in this part of the guide Industry contains “Real Estate”Company Name contains “LLC”Owner is not empty
Buttons and menus referenced Add the TriggerCompany CreatedCompany-based.Add Filters (Optional)Save the TriggerSave Trigger
Next stepAdd the Trigger Add Filters (Optional) Save the Trigger
Example values
Company Name contains “LLC”
Northgate Dental

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure
  1. Add the Trigger
  2. Add Filters (Optional)
  3. Save the Trigger
  • Add the Trigger

    • Open your workflow editor and choose Company Created as the starting trigger.

    • This trigger is available only when the workflow type is Company-based.

  • Add Filters (Optional)

    • You can optionally add filters to target specific types of company creations, for example:

      • Industry contains “Real Estate”

      • Company Name contains “LLC”

      • Owner is not empty

  • Save the Trigger

    • Once configured, click Save Trigger.

    • The workflow will now automatically start whenever a new company record is created that meets your filter criteria (if any).

Example

Onboard New Companies Automatically

Goal: Start a workflow whenever a new company is added to send a welcome email 

Setup

  • Trigger: Company Created

  • Actions:

    1. Send Email – Welcome the new company to your CRM.

Flow

  1. A new company is created in your CRM (via form or import).

  2. Workflow starts automatically.

  3. The system sends a welcome email

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