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Get the associated company

Get the associated company retrieves the company associated with the account currently in scope and makes it available to downstream steps. Use it in account-scoped automations when you need to run company-level actions (assign an owner, start a campaign, add a note) but only have an account in context. This action is available on account-scoped triggers.

How it works​

  1. The automation reaches the Get the associated company step with an account in scope
  2. The step looks up the company associated with the account
  3. The company record is brought into scope for downstream steps
  4. Company-scoped actions become available in subsequent steps

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Businesses, select Get the associated company

This action has no configuration fields. It retrieves the company linked to the account in scope.

Outputs​

After the step runs, the associated company record is available in scope. Downstream steps can act on the company directly: assign an owner, start a campaign, log a note, or reference company fields via Add dynamic content.