Companies

The Companies entity is currently in Early Access.

The Company Entity can be leveraged throughout the Automation platform.

Automations

See the Automations Steps article for more information about each step.

The following steps are supported in job-based automations:

  • Add Wait

  • Add Branch

  • Send Notifications

  • Update Company

  • End Automation

List & Search

See the documentation on Lists for more information.

The following criteria categories are supported with company-based lists and advanced search:

  • Sales Contact

  • Placement

  • Submission

  • Job

  • Company

Merge Tags

Review the Merge Tags Explained article for more information.

The following standard fields can be found in Company-based automations:

Merge Tag Name

Tag ID

Company Billing Contact

%COMPANYV2BILLINGCONTACT%

Company Billing Frequency

%COMPANYV2BILLINGFREQUENCY%

Company Billing Phone

%COMPANYV2BILLINGPHONE%

Company Company Description

%COMPANYV2COMPANYDESCRIPTION%

Company Company Url

%COMPANYV2COMPANYURL%

Company Competitors

%COMPANYV2COMPETITORS%

Company Culture

%COMPANYV2CULTURE%

Company Date Added

%COMPANYV2DATEADDED%

Company Facebook Profile Name

%COMPANYV2FACEBOOKPROFILENAME%

Company Fax

%COMPANYV2FAX%

Company Fee Arrangement

%COMPANYV2FEEARRANGEMENT%

Company Funding

%COMPANYV2FUNDING%

Company Invoice Format

%COMPANYV2INVOICEFORMAT%

Company LinkedIn Profile Name

%COMPANYV2LINKEDINPROFILENAME%

Company Name

%COMPANYV2NAME%

Company Num Employees

%COMPANYV2NUMEMPLOYEES%

Company Num Offices

%COMPANYV2NUMOFFICES%

Company Ownership

%COMPANYV2OWNERSHIP%

Company Phone

%COMPANYV2PHONE%

Company Status

%COMPANYV2STATUS%

Company Tax Rate

%COMPANYV2TAXRATE%

Company Ticker Symbol

%COMPANYV2TICKERSYMBOL%

Company Work Week Start

%COMPANYV2WORKWEEKSTART%

Company Year Founded

%COMPANYV2DATEFOUNDED%

All custom fields associated with Companies are supported as merge tags.