Trigger Automation in Bulk for Companies & Custom Objects

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You can now trigger workflows for multiple

Company or Custom Object records at once

, directly from the list view.

* Select multiple Company or Custom Object records and trigger an automation in bulk

* Choose the workflow you want to run without updating records individually

* Track progress and review record-level results from

Bulk Actions

Sometimes you need an automation to run for records that already exist, without waiting for a new workflow trigger.

With this update, you can quickly process a selected group of records for use cases such as:

* Running onboarding or follow-up workflows for Companies

* Triggering renewal automation for Policies or Subscriptions

* Processing imported Custom Object records

* Running one-time operational workflows on selected records

  1. Open

    Companies

    or a

    Custom Object

  2. Select the records you want to process
  3. Click

    Trigger Automation

  4. Select the workflow
  5. Confirm the action
You can monitor the results from

Bulk Actions

.