The Create Company action allows you to automatically create a company record in Lawcus when a workflow runs. This helps reduce manual data entry and ensures that company information is captured consistently as part of your workflow.
How to Add the Create Company Action
Open Workflows from the left navigation menu.
Create a new workflow or open an existing workflow.
Configure the workflow Trigger and any required Conditions.
Click Add Action.
Select Create Company.
Configure the company fields you want to populate.
Map information from the workflow trigger to the corresponding company fields, where applicable.
Save the action.
Publish or activate the workflow.
Configure the Create Company Action
After selecting Create Company, configure the information that should be added to the new company record.
Important Note: Any static text typed directly into a field will be applied to every company created by this workflow. To ensure unique corporate records (such as business names, general email addresses, or phone numbers), use dynamic merge tags to pull data directly from your workflow trigger or preceding steps.
1. Mandatory Name Fields
Name (*): Mandatory field required to generate a company record. Enter the full corporate or business entity name.
2. Contact & Profile Details
Email & Phone: Input static details or dynamically map the company's primary email address and phone number from previous workflow steps.
Referred By: Select or map referral sources to track how the corporate client discovered your firm.
Avatar, Title & Website: Add an image URL for the company's logo, set department/contact titles, or map corporate website URLs.
3. Custom Fields & Tags
Custom Fields: Expand this section to populate contact-level custom fields (such as Tax ID/EIN, industry categories, or custom corporate intake responses).
Tags: Expand this section to apply organizational tags for quick searching and filtering across Lawcus.
Example Scenarios
Automatically create a company record when a business client completes an online corporate intake form.
Convert corporate prospects scheduling consultations via the Lawcus Appointment Scheduler directly into company contact cards.
Dynamic Merge Fields Reference
To learn how to dynamically populate these fields using variables from your workflow triggers or search steps, refer to our Understanding and Using Merge Fields in Lawcus Workflows guide.
Summary
The Create Company action streamlines business onboarding by converting incoming commercial inquiries into organized corporate profiles. By using dynamic merge fields for business names and custom attributes, your firm maintains a clean, automated contact database.