3 new interactions with company custom fields

We’ve rolled out more ways to use custom fields on companies to create a customized and automated experience for you and your clients. Starting today, you can:

Set app visibility rules based on company custom field tags

Previously, you could decide which apps and embeds were visible to individual clients depending on custom field tags. You can now set app visibility rules on a company level, using company custom fields.

For example:

• You have a company custom field (type = Tag) called “Plan” with options for Gold, Silver, Bronze. Your companies subscribe to a certain tier of service.
• Your Gold tier companies receive access to on-demand communication with your team via the Messages App.
• You set the Messages App’s visibility show only to companies where their Plan tag is “Gold.”
• (Bonus points: you sell your Gold plan packaged services using Assembly’s recurring products or Store so that clients can self-serve purchase your offering!)

Automate actions with company custom field tags

New Action: Update company

You can now automatically change tags for a company based on certain automation triggers.

Examples:

• When a customer pays for a Gold tier membership (via invoice, Store purchase, or payment link) → Update company custom field property “Plan” to “Gold.”
• When your client signs an “Enterprise Agreement” Contract → Update company custom field property “Company Stage” to “Enterprise.”

New Trigger: When a company is updated

Whenever a company’s custom field tag is added, modified, or removed, you can trigger an automation to streamline your operations.

Examples:

• When a company is updated to Enterprise, upload files into an “Enterprise” folder in their Files App.
• When a company is updated to Gold, send a custom message in the Messages App saying: “Welcome to your Gold Tier membership…” and outlining new benefits.

Use company custom fields in URL parameters

Before today, your embedded apps could pass a client’s custom fields as URL parameters. This is useful for passing information from these fields to external tools to save your clients time. We’ve now expanded this functionality to support company custom fields in URL parameters.

An example of how to use URL parameters to save clients time:

You can pre-populate any known company information into an embedded or externally linked form (like a Jotform) to save your customers time when filling it out details such as:

• primary address
• point-of-contact email
• phone number
• and any other custom fields you create.

Your feedback on these new features is appreciated! You can share your thoughts in our community forum.