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Action Buttons

Create custom buttons that fire automated actions when users click them on records.

Key Concepts

Before diving into the screens, here's what each term means in plain English.

Action Button

A custom button placed on record pages or list views. When clicked, it triggers one or more automated actions — like creating a record, updating fields, or calling a webhook.

Placement

Where an action button appears in the UI. It can show in each list view row (and on the record page) or in the mass action toolbar for bulk operations.

Visibility

Role-based control over who can see an action button. Only users in selected roles will see the button.

Conditions

Optional criteria that determine when a button is visible. If no conditions are set, the button is always visible to users with the right role.

Webhook

An HTTP request sent to an external URL when an action fires. Used to integrate with third-party services.

Custom Action

A user-defined action that executes custom logic. Provides flexibility beyond the built-in action types.

Action Buttons List

SettingsAction Buttons

This page shows all action buttons configured in your workspace. Each button triggers automated actions when users click it on a record page or list view.

Action Buttons page showing an empty table with Name, Module, Display Location, Last Modified, Status, and Actions columns
No action buttons configured yet — click Create Action Button to add one

Table Columns

ColumnDescription
NameThe button's display label. Includes a checkbox for bulk selection.
ModuleWhich module's records show this button.
Display LocationWhere the button appears (list view row or mass action toolbar).
Last ModifiedWhen the button configuration was last updated.
StatusWhether the button is currently active or inactive.
ActionsThree-dot menu with Edit and Delete options.

Available Actions

ActionHow
Create an action buttonClick the "Create Action Button" button (top right)
Edit an action buttonClick the three-dot menu → Edit
Delete action buttonsSelect checkboxes and use bulk delete, or three-dot menu → Delete
Enable/disable a buttonToggle the Status switch in the table row

Creating an Action Button

Click "Create Action Button" to open a dialog where you define the button's basic details. This is step 1 — after clicking Next, you'll configure placement, visibility, and actions in the builder.

Create Action Button dialog with fields for Name, Module dropdown, and Description textarea
Enter a name and select a module — the description is optional

Form Fields

FieldRequiredDescription
NameRequiredThe button's display label that users will see (e.g., "Send Invoice", "Convert to Deal").
ModuleRequiredThe module where this button appears. Options: Lead, Contact, Deal, Account.
DescriptionOptionalA brief explanation of what this button does. Max 250 characters.

Steps

  1. 1Click "Create Action Button" on the Action Buttons page
  2. 2Enter a descriptive name for the button
  3. 3Select the target module from the dropdown
  4. 4Optionally add a description
  5. 5Click "Next" to open the Action Button Builder

Action Button Builder

SettingsAction ButtonsCreate Action Button

The builder is a full-page editor where you configure everything about your action button — where it appears, who can see it, when it's visible, and what happens when clicked.

Action Button Builder showing the page header with button name and module, and four collapsible accordion sections
Four sections to configure — expand each one to set up the button's behavior

Page Header

ElementDescription
"Create Action Button" headingPage title indicating you're building a new button.
Button NameThe name you entered in step 1.
Module NameThe module this button belongs to.
"Save & Activate"Saves the configuration and activates the button. Disabled until at least one action is configured.

Configuration Sections

SectionWhat It Controls
PlacementWhere the button appears in the UI.
VisibilityWhich roles can see the button.
ConditionsOptional criteria for when the button is visible.
ActionsWhat happens when the button is clicked.

Tip: The "Save & Activate" button remains disabled until you configure at least one action in the Actions section.

Placement

Choose where your action button appears in the UI. This determines how users access it.

Placement Options

OptionWhere It Appears
In List view (at each row)The button appears in each table row in the list view and also on the record detail page.
In Mass actionThe button appears in the bulk actions toolbar and module toolbar. Used for operations on multiple selected records.

Choosing the Right Placement

  • Use "In List view" for actions on individual records — like sending an email to a specific contact or converting a single lead
  • Use "In Mass action" for bulk operations — like updating the status of multiple records at once or exporting selected records

Visibility

Control which roles can see this button. Only users assigned to selected roles will see the button in their UI.

How It Works

  • Select one or more roles from the dropdown
  • Only users in those roles will see the button
  • If no roles are selected, the button is visible to all users
  • Use this to restrict powerful actions (like record deletion or conversion) to specific roles

Conditions

Define optional criteria that control when the button is visible. If no conditions are set, the button is always visible (to users with the right role).

Default State

By default, this section shows "No conditions set (always visible)". Add conditions when you want the button to appear only for records in a specific state.

Use Cases

ScenarioCondition
Show "Send Invoice" only for won dealsStage equals "Closed Won"
Show "Convert to Deal" only for qualified leadsStatus equals "Qualified"
Show "Escalate" only for high-priority ticketsPriority equals "High" or "Critical"

Actions

Define what happens when the button is clicked. You can configure one or more actions that execute in sequence.

Actions section showing an empty state with the message 'No actions configured. Add your first action...' and an 'Add First Action' button
Click "Add First Action" to open the action type chooser

Empty State

When no actions are configured, you see the message "No actions configured. Add your first action..." with an "Add First Action" button.

How It Works

  1. 1Click "Add First Action" (or "Add Action" for subsequent actions)
  2. 2Choose an action type from the dialog that appears
  3. 3Configure the action's details (varies by type)
  4. 4The action appears in the list — add more actions if needed
  5. 5Actions execute in the order they're listed when the button is clicked

Action Types

When you click "Add First Action" or "Add Action", a dialog appears with four action types to choose from.

Choose Action Type dialog showing four cards: Create or Convert Record, Update Record, Webhook, and Custom Action
Select the type of action you want to trigger when the button is clicked

Available Action Types

Action TypeDescriptionUse Case
Create or Convert RecordCreate a new record in any module or convert the current record into a different module.Convert a Lead to a Deal, create a follow-up Task from a Contact.
Update RecordUpdate fields on the current record or a related record.Set status to "Approved", update a date field to today, increment a counter.
WebhookSend an HTTP request to an external URL with record data.Notify a Slack channel, trigger an external workflow, sync data to another system.
Custom ActionExecute custom logic defined by your team.Run complex business rules, call internal APIs, perform calculations.

Tip: You can add multiple actions to a single button. They execute in sequence — for example, first update the record's status, then send a webhook notification.

Real-World Use Case

Logistics company — one-click shipment dispatch

A logistics company manages hundreds of shipments. When a shipment is ready to go, the dispatcher needs to update its status, notify the driver, and log the dispatch time — all in one click instead of editing three fields manually.

  1. 1Create an action button named "Dispatch Shipment" on the Shipments module
  2. 2Set placement to "In List view (at each row)" so dispatchers can trigger it from the list or record page
  3. 3Add a condition: Status equals "Ready" (button only appears for shipments ready to dispatch)
  4. 4Set visibility to the Dispatcher and Logistics Manager roles only
  5. 5Add Action 1: Update Record — set Status to "In Transit", set Dispatch Time to current timestamp
  6. 6Add Action 2: Webhook — send shipment details to the driver notification system (SMS/push)
  7. 7Save & Activate — dispatchers now have a single button that handles the entire dispatch workflow

Adapt this for your team: Action buttons turn multi-step manual processes into one-click operations. A law firm can add a "Send to Client" button that updates status and triggers a document email. A hospital can add an "Admit Patient" button that creates a room assignment and notifies nursing staff. A school can add a "Promote Student" button that moves records to the next academic year. Any repetitive action sequence is a candidate for a custom button.

Common Workflows

Create a button to convert a Lead to a Deal

  1. 1Go to Settings → Action Buttons
  2. 2Click "Create Action Button"
  3. 3Name it "Convert to Deal" and select Lead as the module
  4. 4Click "Next"
  5. 5In Placement, select "In List view (at each row)"
  6. 6In Conditions, add a condition: Status equals "Qualified"
  7. 7In Actions, click "Add First Action"
  8. 8Select "Create or Convert Record"
  9. 9Configure the conversion mapping (Lead fields → Deal fields)
  10. 10Click "Save & Activate"

Create a webhook button to notify an external system

  1. 1Go to Settings → Action Buttons
  2. 2Click "Create Action Button"
  3. 3Name it "Sync to ERP" and select the target module
  4. 4Click "Next"
  5. 5In Placement, select "In List view (at each row)"
  6. 6In Visibility, select only roles that should have access
  7. 7In Actions, click "Add First Action"
  8. 8Select "Webhook"
  9. 9Configure the URL, method, and payload
  10. 10Click "Save & Activate"

Create a bulk action button for mass status update

  1. 1Go to Settings → Action Buttons
  2. 2Click "Create Action Button"
  3. 3Name it "Mark as Contacted" and select Lead as the module
  4. 4Click "Next"
  5. 5In Placement, select "In Mass action"
  6. 6In Actions, click "Add First Action"
  7. 7Select "Update Record"
  8. 8Configure it to set Status to "Contacted"
  9. 9Click "Save & Activate"
  10. 10Select multiple leads in the list view and click the button in the toolbar