An email activity is created or modified for a company
The An email activity is created or modified for a company trigger starts an automation whenever an email is logged on a company record or an existing email activity on that record is updated. Use this trigger to react to email correspondence at the company level — without any manual follow-up steps.
Trigger scope
This trigger operates at the company scope. Company, account, and contact actions are available downstream.
How it works
- An email activity is created on a company record, or an existing email activity on that record is modified.
- The company and its associated account are brought into scope.
- The email activity data — including subject, direction, and notes — becomes available as dynamic content.
- Downstream steps execute using the company, account, and email activity context.
Available data
| Output | Description |
|---|---|
| Email subject | The subject line of the logged email activity |
| Email direction | Whether the email was inbound or outbound |
| Activity notes | Notes logged on the email activity |
| Activity date | The date and time the email activity was created or last modified |
| Associated company | Name, ID, and standard fields of the company the email is logged on |
Standard company and account fields are also available to downstream steps via Add dynamic content.