One-Click Automations
B
Ben Valentin
It would be great to have a way to add "Custom Buttons" to a contact or opportunity that would automatically add them to a specific automation.
For instance: A button that says "Send Invoice", and you simply click the button and it drops them into an automation that uses custom fields and custom values to determine what invoice amount should be sent.
Same for contracts, or other administrative tasks.
Also great for quick one-click follow ups: "Send Follow Up" would send a one-off follow up SMS or email using AI to write the message, update their activity, notes, tasks, etc. for the next one.
Log In
D
Divyam Bhadoria
Merged in a post:
Buttons for triggering automations
M
Matt Etline
It would be great to be able to create a custom button on the contact and opportunity form which will trigger a workflow from that object with all the context of that object. For example, we have an automation that will trigger a webhook call for an individual record to submit to another system. Then the User can manually trigger this.
D
Divyam Bhadoria
Merged in a post:
Ability to create "Buttons" as custom fields on opportunities and contacts to trigger actions
C
Cooper Stephenson
It would be great to have the ability to create a new type of custom field, that would display as a button, with similar functionality to trigger links when clicked.
An example use case of this, is being able to click into an opportunity, find a button you have created, for example "send payment link" that when clicked, can trigger an automation (same as a trigger link) to then execute an action.
This would be added as another option on the custom fields section, and allow us to add this custom button to either contacts, or opportunities, or potentially even companies, to execute actions relating to the key company contact (for example, sent payment link button would be able to send a payment link to the key contact, or so a specific address we define in the company object, such as an accounts address.)
P
Pascal Dörflinger
Yes!
E
Edison Lopez
Really would love this
S
Sal Carrero
good idea
J
Jesse Phelps
I would use this extensively!
D
Damian Surr
Great idea!