GoHighLevel Company Created Trigger

/ CRM, GHL / By

How to Use the GoHighLevel Company Created Workflow Trigger

The GoHighLevel Company Created workflow trigger lets you automate actions the moment a new company record is added to your CRM. If you are migrating from tools like ClickUp or other CRMs, this trigger helps you keep your sales and onboarding workflows consistent and hands-free.

This how-to guide walks you through where to find the Company Created trigger in GoHighLevel, how to configure it, and how to control which new companies are pulled into your workflows.

What the GoHighLevel Company Created Trigger Does

The Company Created trigger in GoHighLevel activates a workflow whenever a new company is created as a record in your sub-account. Once the trigger fires, any actions you build into the workflow can run automatically, such as:

  • Sending internal notifications to your team
  • Assigning users or pipelines to the new company
  • Creating tasks related to onboarding or follow-up
  • Tagging companies for segmentation and reporting

This trigger is ideal for teams that manage B2B pipelines, agencies, or any scenario where company-level automation is just as important as contact-level automation.

Accessing the Company Created Trigger in GoHighLevel

You can configure the Company Created trigger inside a workflow in GoHighLevel. Follow these steps to get started:

  1. Log in to your GoHighLevel account and open the correct sub-account.

  2. Navigate to Workflows from the main menu.

  3. Click + Create Workflow or open an existing workflow you want to edit.

  4. In the workflow builder, click Add New Workflow Trigger.

  5. From the list of triggers, select Company Created.

Once selected, you will see configuration options that let you control which new company records should enter this workflow.

Configuring GoHighLevel Company Created Trigger Filters

The Company Created trigger in GoHighLevel supports additional filters so you only enroll the right companies into the workflow. Understanding these filters helps you maintain a clean automation strategy.

GoHighLevel Company Trigger Filters Overview

When you add the Company Created trigger, you can set filters on company fields. This allows you to restrict the workflow to a subset of newly created companies instead of triggering it for every new record.

Common use cases for filters include:

  • Running different workflows for different company types
  • Triggering only when a specific custom field is set
  • Excluding test companies or internal records

Filter Condition Options in GoHighLevel

The Company Created trigger uses standard condition operators in GoHighLevel. You will see an option to define how multiple filters should work together. The main condition is:

  • Matches ALL Conditions — the new company must meet every filter rule you configure in order to enter the workflow.

This gives you precise control over which records are included, especially when you have many custom fields or complex segmentation requirements.

How to Add Filters to the Company Created Trigger

To add filters to your Company Created trigger in GoHighLevel, follow these steps:

  1. Inside the workflow, click on the Company Created trigger block.

  2. Locate the Filters section in the trigger settings.

  3. Choose the field you want to filter by (for example, a custom company field).

  4. Select the appropriate operator (equals, contains, etc., as available).

  5. Enter the value or criteria that the company must match.

  6. Repeat to add more filters if needed, understanding that all must be matched when using the “Matches ALL Conditions” mode.

After configuring filters, only newly created companies that match these conditions will enter the workflow.

Building Workflow Actions After the GoHighLevel Company Created Trigger

Once the GoHighLevel Company Created trigger is configured, you can design the rest of the workflow to automate your processes. Some common action steps you might add include:

  • Internal notifications: Notify sales or account managers when a new company is created.
  • Set company fields: Automatically update company properties based on your business rules.
  • Task creation: Create onboarding or follow-up tasks for your team.
  • Tagging: Apply tags for segmentation, reporting, or additional automation triggers.

Because the entry point is the Company Created trigger, every action inside the workflow will run in the context of that new company record.

Best Practices for Using GoHighLevel Company Triggers

To get the most from the Company Created trigger in GoHighLevel, keep these best practices in mind:

  • Use specific filters: Only enroll companies that truly need this automation.
  • Avoid overlapping workflows: Make sure multiple company-based workflows do not conflict with each other.
  • Name triggers clearly: Give your workflow and trigger a descriptive name to identify its purpose at a glance.
  • Test with sample records: Create a few test companies and confirm they enter the workflow as expected before going live.

By planning your filters and workflow actions ahead of time, you can keep your GoHighLevel automations maintainable and predictable.

Where to Learn More About GoHighLevel Company Triggers

For the official reference on the Company Created workflow trigger in GoHighLevel, review the documentation provided in the source article here: GoHighLevel Company Created Trigger Help.

If you need strategic help designing CRM and automation structures around GoHighLevel, including workflows and company-level logic, you can also explore expert consulting resources such as Consultevo.

Summary: Automating New Company Records in GoHighLevel

The Company Created workflow trigger in GoHighLevel is a powerful way to ensure that every new company record launches the right sequence of automated steps. By:

  • Locating the Company Created trigger in the workflow builder
  • Adding precise filters using the “Matches ALL Conditions” setting
  • Connecting meaningful workflow actions like notifications, tasks, and tags

you can build a robust, scalable company automation system in GoHighLevel that keeps your pipeline and onboarding process organized from the moment each company is created.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

Scale GoHighLevel

“`