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Run manually on a company

Run manually on a company allows you to start an automation on demand directly from a company detail page in the CRM. Use this trigger for workflows that require intentional initiation — such as enriching a company record, sending a targeted outreach, or running a one-off data sync.

This trigger does not fire automatically. A team member must navigate to the company and trigger the run manually.

Trigger scope

This trigger operates at the company scope. Company, account, and contact actions are available downstream.

How it works​

  1. A team member opens a company detail page in the CRM.
  2. They locate the automation and click Run.
  3. The workflow starts immediately with the company in context.
  4. Downstream steps can use Add dynamic content to reference company fields, associated account fields, and contact details.

Available data​

Standard company, account, and contact fields are available via Add dynamic content once the automation starts.

info

Because this trigger is manual, no event-specific data is passed in. All available data comes from the company record and its associated records at the time of the run.