Company-Based Workflows in HighLevel

Updated: March 19, 2026  |  Author: Bill Stilwell

Company Triggers in Workflow Builder

Workflow Builder includes company-level triggers alongside standard contact triggers.

Company Created fires when a new company record is added. Company Stage Changed fires when the company’s pipeline stage is updated.

Company Tag Added fires when a specific tag is applied to a company record.

These triggers initiate workflows that run in the context of the company – actions can target the company record, all linked contacts, or both.

Actions in Company-Based Workflows

Company-based workflows can update the company record – changing field values, applying tags, or moving the company to a new pipeline stage.

They can also act on all contacts linked to the company – applying a contact tag to every linked contact when the company status changes, or creating tasks for all contacts associated with an account.

Notification actions in company workflows can alert account managers when a company-level event occurs – a new company onboards, a key account changes pipeline stage, or a company exceeds a threshold.

B2B Account Management With Company Workflows

For B2B agencies and service providers managing accounts rather than individual contacts, company-based workflows enable account-level automation that contact-based workflows cannot.

An account renewal workflow triggered by a company tag sends renewal outreach to all decision-makers linked to the company simultaneously.

Account health workflows triggered by activity thresholds – no new contacts from a company in 60 days, or no pipeline movement in 30 days – alert the account manager before the account goes cold.