Button

Trigger an action or go to a website when pressed

What is the Button field?

It's a button which is connected to a no-code automation, so you can create an action for it to trigger like: Click on the button and send an email or click on the button and go to a website

How to create a button field

To create a Button field:

  • On table mode, click on the last table header with a "+", press (F) or click on the + on the upper right and this will open the field creation page
  • Just look for the "Button" option and click on it
  • Choose the name of your field, the button label and select a color
  • Select an action
  • If you selected automation, press the blue button and create an no-code action to the button

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You can delete or edit by clicking on the table header name and choosing one of the options

Common use cases

The Button field let you choose a trick to run when the button is activated.

For example:

  • In a “Sales” flow, it can be used to quickly discard a deal when you click the button that has a trick that moves to the ”Discarded” stage.
  • You can set a Gmail Trick(no-code automation), to when you click the button, send a automatic email to a lead