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Get or create the associated account

Get or create the associated account retrieves the account associated with the company in scope. If no account exists, it creates one automatically. Use it in company-scoped automations when you need to run account-level actions (assign a salesperson, activate products, add tags) but only have a company in context. 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 checks whether the company has an associated account
  3. If an account exists, it's brought into scope
  4. If no account exists, a new one is created and linked to the company
  5. Account-scoped actions become available in subsequent steps

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Businesses, select Get or create the associated account

This action has no configuration fields — it retrieves or creates the account linked to the company in scope.

Outputs​

After the step runs, the associated account record is available in scope. Downstream steps can act on the account directly — assign a salesperson, activate products, add tags, or reference account fields via Add dynamic content.