Outcome. A property value from a contact's associated company appears directly on the contact record, so list segmentation and exports that only read contact properties do not need a separate company lookup.
Workflow map
Enrollment, branches and actions at a glance
data-quality-020
flowchart TD
A[Contact has primary company, industry not yet copied] --> B[Copy Industry from company]
B --> C[Set Company industry copied on contact]
When to use it, when not to
- UseUse it when a rep-facing list, view, or export filters only on contact properties and needs a company-level value, such as industry, mirrored onto the contact.
- UseUse it for one clearly chosen source property at a time; do not chain several unrelated copy actions into one workflow, since a failed association lookup then blocks unrelated fields.
- SkipDo not use it on multi-company contacts without deciding which company is primary first; see data-quality-016. Copying from "an associated company" is ambiguous if there is more than one and no primary is set.
- SkipDo not use it for values that change often on the company side unless re-enrollment is set to catch that change; a one-time copy goes stale silently otherwise.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.1 numbered action
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the data quality pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
