A form is submitted for a company
The A form is submitted for a company trigger starts an automation whenever a form associated with a company record is submitted. Use this trigger to react immediately to inbound form submissions — routing data, notifying team members, or updating company fields automatically.
Trigger scope
This trigger operates at the company scope. Company, account, and contact actions are available downstream.
How it works
- A form linked to a company is submitted by a visitor or CRM user.
- The company and its associated account are brought into scope.
- Form field responses become available as dynamic content for downstream steps.
- Downstream steps execute using the company, account, and form submission data.
Available data
| Output | Description |
|---|---|
| Form name | The name of the form that was submitted |
| Form field responses | Individual field values captured in the submission |
| Submission date | The date and time the form was submitted |
| Associated company | Name, ID, and standard fields of the company the form is linked to |
Standard company and account fields are also available to downstream steps via Add dynamic content.