Contacts & Smart Lists · 1 min read
Trigger Automations in Bulk for Companies and Custom Objects
The Trigger Automation bulk action sends many company or custom object records into a workflow at once. Use it when a group of existing records needs the same automation now.
Before you start
- Build and publish a workflow for that object.
- Only workflows that work with the selected object appear.
Trigger the workflow
- Open Companies or the custom object.
- Filter the list or open a Smart List, then select the records.
- Click Trigger Automation in the bulk actions menu.
- Choose the workflow.
- Confirm.
Check progress
Open Bulk Actions to see status and counts, or open the workflow's enrollment history.
Examples
- Send every company in a region into a check-in workflow.
- Start a renewal workflow for all policies that expire this quarter.