A meeting activity is created or modified for a company
The A meeting activity is created or modified for a company trigger starts an automation whenever a meeting is logged on a company record or an existing meeting activity on that record is updated. Use this trigger to automate post-meeting follow-ups or internal notifications at the company level.
Trigger scope
This trigger operates at the company scope. Company, account, and contact actions are available downstream.
How it works
- A meeting activity is created on a company record, or an existing meeting activity on that record is modified.
- The company and its associated account are brought into scope.
- The meeting activity data — including meeting title, date, and notes — becomes available as dynamic content.
- Downstream steps execute using the company, account, and meeting activity context.
Available data
| Output | Description |
|---|---|
| Meeting title | The title or subject of the logged meeting activity |
| Meeting date | The date and time the meeting took place or was scheduled |
| Activity notes | Notes logged on the meeting activity |
| Activity date | The date and time the activity was created or last modified |
| Associated company | Name, ID, and standard fields of the company the meeting is logged on |
Standard company and account fields are also available to downstream steps via Add dynamic content.