Workflow Action - Update Company or Associated Contact

Overview The Update Company or Associated Contact action allows you to automatically update details for a Company record or an Associated Contact within a Company-based workflow. It’s designed to help you maintain accurate CRM data by dynamically updating company or contact information whenever related events or triggers occur—such as webhook updates, form submissions, or record changes. ## Action Name Update Company or Associated Contact ## Action Description Use this action to: - Automatically update an existing Company record or an Associated Contact linked to a company. - Map workflow fields, webhook parameters, or fixed text values to update existing CRM fields. - Correct or enrich company and contact data based on incoming automation triggers. - Streamline data management across your company-based workflows. This action modifies existing records—it does not create new records. For creating new entries, use the Create Company or Associated Contact action instead. ## Action Details!(https://assets.patientcopilot.ai/44c44b85b4e645b9.png) I. Object Record to Update - Choose whether you want to update the: - Company: to modify the current company record in the workflow. - Associated Contact: to update contact details for one or more contacts linked to that company. II. Field Mapping - Map data from workflow sources to the fields you want to update. - Example mappings: - Company Industry: {{inboundWebhookRequest.body.industry}} - Contact Phone: {{inboundWebhookRequest.body.phone}} - Contact Role: {{inboundWebhookRequest.body.role}} III. Dynamic Value Sources You can use dynamic values from: - Inbound Webhook payloads (e.g., {{inboundWebhookRequest.body.companyName}}). - Company fields (from the record that triggered the workflow). - Fixed text values (e.g., “Active”, “Updated by Workflow”). IV. Add Field - Use + Add Field to update multiple fields at once. - Each row represents a field-value pair to be updated. V. Update Behavior - When updating Associated Contacts, the action will only update contacts currently linked to the workflow’s company record. - If no matching associated contacts exist, the action will skip automatically. VI. Save Action - Click Save Action to confirm. - When the workflow runs, the selected fields will be updated based on the latest values in the workflow context. VII. Edge Cases & Notes - This action is available only in Company-based workflows. - It cannot create new records—use Create Company or Associated Contact for that. - Ensure correct field mappings to prevent overwriting critical information. ## Example #### Example 1: Update Company Information from Webhook Data Goal: Automatically update company details whenever new lead data is received from an external integration. Setup - Workflow Type: Company-based - Trigger: Inbound Webhook: Updated company data from CRM integration - Object Record to Update: Company - Field Mappings: - Company Name → {{inboundWebhookRequest.body.company}} - Industry → {{inboundWebhookRequest.body.industry}} - Domain → {{inboundWebhookRequest.body.domain}} Flow 1. Updated company data is sent through webhook. 2. Workflow triggers the update action. 3. The existing company record is updated with new values automatically. * * * #### Example 2: Update Associated Contact Information under a Company Goal: Automatically update the job title and phone number for a contact linked to a company record. Setup - Workflow Type: Company-based - Trigger: Company Updated or Inbound Webhook → Employee data update - Object Record to Update: Associated Contact - Field Mappings: - Job Title → {{inboundWebhookRequest.body.title}} - Phone → {{inboundWebhookRequest.body.phone}} Flow 1. Employee information is updated externally. 2. Workflow identifies the contact linked to the company. 3. The contact’s title and phone number fields are updated automatically. Was this article helpful? That’s Great! Thank you for your feedback Sorry! We couldn’t be helpful Thank you for your feedback Feedback sent We appreciate your effort and will try to fix the article