Button Custom Field To Trigger Contact & Opportunity Workflows
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Brian Morrison
It would be helpful to have a button custom field for contacts and opportunities. The button could act similarly to a trigger link, and could have configurable options to open a link, simply do nothing etc (maybe also configure rules to enable or disable the button). But the button can be a trigger in Automations, so once clicked it can kick off a series of actions on the contact or opportunity such as adding tags, moving the opportunity through the pipeline and sending an email, etc
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Cooper Stephenson
I just created a similar, related post, these are my comments on what I would love to see added:
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.)
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Brian Morrison
Prasoon Dadhich - not sure if this should be more linked to Automations. But there are also multiple ideas that are similar to this one:
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Prasoon Dadhich
Brian Morrison Will take a look here, thanks for sharing.
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Pascal Dörflinger
Prasoon Dadhich Have you added functionality like this to the roadmap?
I have an additional idea on being able to design input forms whose inputs get passed to the workflow for different scenarios. Kind of like Screen Flows work inside Salesforce: https://ideas.gohighlevel.com/ad-reporting-and-attribution/p/screen-flows-like-salesforce-has
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Prasoon Dadhich
Pascal Dörflinger Not added to the roadmap as of now. We are reviewing it, will merge all the related ideas
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Noah Nagel
Was about to post something like this. One other wishlist thing to request, if a workflow is triggered by pressing one of these buttons, somehow allow us to execute some JS on the user's browser. That way we can redirect them to a new website, like a form, and dynamically load in details from the contact. This would shave off a lot of steps in our process.
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Jithin Sujala
This would be great. Plus ability to add custom field buttons to opportunity card
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Brian Morrison
Just thinking more about this feature… it would allow us to add actionable buttons on the contacts and opportunities without having to resort to JavaScript that may break when HighLevel UI changes are made. Also because it’s a custom field, it could allow us to trigger workflows directly from the mobile apps.