Get custom object from company

Get custom object from company retrieves a custom object record linked to the company in scope. Use it when you need to access or update custom object data in a company-scoped automation. This action is available on company-scoped triggers.

How it works

1. The automation reaches the step with a company in scope
2. The step looks up custom object records associated with the company
3. The custom object record is brought into scope for downstream steps
4. The automation continues to the next step

Set up the action

1. Open the automation builder and add a new step
2. Under Businesses, select Get custom object from company

Outputs

After the step runs, a custom object record is available in scope. Downstream steps can reference custom object fields via Add dynamic content.

Related resources

• Actions overview — Browse all available actions
• Get custom object from contact — Retrieve a custom object from a contact instead
• Find custom object — Search for a custom object by criteria
• Creating and configuring automations — Build and configure workflows