Trigger automation in bulk for companies and custom objects
You can trigger a workflow for multiple Company or Custom Object records at once from the list view, without waiting for those records to meet a new workflow trigger. Select the records, choose a workflow, and confirm; the workflow runs for each selected record, and you track progress in Bulk Actions.
Before you start
A workflow must already exist and be published for the object you are working with. Only workflows applicable to the selected object appear as eligible choices.
Narrow the records with filters or a Smart List
Filter the list first so you select exactly the records you want to process. You can use the list's filters or a saved Smart List to segment Companies or Custom Object records before selecting them.
Select the records and trigger the automation
Open Companies or the Custom Object you want to work with.
Select the records to process using the checkboxes.
Click Trigger Automation.
Select the workflow to run for the selected records.
Confirm the action.
Track progress in Bulk Actions
Monitor the progress of the bulk action and review record-level results in Bulk Actions. Each selected record's status is available there.
Common use cases
Bulk triggering runs automation on existing records that would otherwise need a new workflow trigger to fire. Typical uses include:
Run onboarding or follow-up workflows for Companies.
Trigger renewal automation for Policies or Subscriptions.
Process imported Custom Object records.
Run one-time operational workflows on selected records.
Related topics: Workflows Overview, Understanding Companies, Smart lists in Companies.