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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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
- 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
- Add the Trigger
- Add Filters (Optional)
- 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:
Send Email – Welcome the new company to your CRM.
Flow
A new company is created in your CRM (via form or import).
Workflow starts automatically.
The system sends a welcome email
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