A call activity is created or modified for a company
The A call activity is created or modified for a company trigger starts an automation whenever a call is logged or an existing call activity is updated on a company record in the CRM. Use this trigger to respond instantly to outbound or inbound call activity without any manual steps.
This trigger operates at the company scope, so all company and account context is available to downstream steps.
Trigger scope
This trigger operates at the company scope. Company, account, and contact actions are available downstream.
How it works
- A call activity is created on a company record, or an existing call activity on that record is modified.
- The company and its associated account are brought into scope.
- The call activity data — including call outcome, notes, and duration — becomes available as dynamic content.
- Downstream steps execute using the company, account, and call activity context.
Available data
| Output | Description |
|---|---|
| Call outcome | The result recorded for the call (e.g., Connected, No answer) |
| Call notes | Notes logged on the call activity |
| Call duration | Duration of the call, if recorded |
| Activity date | The date and time the call activity was created or last modified |
| Associated company | Name, ID, and standard fields of the company the call is logged on |
Standard company and account fields are also available to downstream steps via Add dynamic content.