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Modify a call activity for the company

Modify a call activity for the company updates an existing call activity on a company record. Use it to add notes, change the status, or update details on a previously logged call. This action is available on company-scoped triggers.

How it works​

  1. The automation reaches the step with a company and call activity in scope
  2. The step updates the call activity with the new details you configured
  3. The updated call appears on the company's activity timeline
  4. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Advanced, select Modify a call activity for the company
  3. Configure the fields you want to update

Outputs​

This action produces no outputs available to downstream steps.