You can now trigger workflows for multiple Company or Custom Object records at once, directly from the list view.

What's New?

* Select multiple Company or Custom Object records and trigger an automation in bulk

* Choose the workflow you want to run without updating records individually

* Track progress and review record-level results from Bulk Actions

Why This Matters

Sometimes you need an automation to run for records that already exist, without waiting for a new workflow trigger.

With this update, you can quickly process a selected group of records for use cases such as:

* Running onboarding or follow-up workflows for Companies

* Triggering renewal automation for Policies or Subscriptions

* Processing imported Custom Object records

* Running one-time operational workflows on selected records

How to Use

1. Open Companies or a Custom Object
2. Select the records you want to process
3. Click Trigger Automation
4. Select the workflow
5. Confirm the action

You can monitor the results from Bulk Actions.

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