Add a button for triggering automations
Currently automations are triggered when a state change (created, updated, etc.) happens for a object (deal, people, company).
It would be great, having a manual trigger in form of a button. For example, we are generating PDF proposals for deals, currently when a new deal is added. We do that through the API and Microsoft Power Automate. As workaround we trigger the pdf generation also, when the deal stage changes to a specific one, so that we can kind of manually trigger the production of a PDF proposal also after the deal has been created already.
Better would be of course, having a button that can be used as trigger.
Possible solution:
- Automation button can be added as a custom field (so no new area needed in the admin backend, basically just an addition as a new custom field type)
- This custom field "Automation button" has a name field.
- When such a button is added, it shows up also at Automations Settings / Automations / New Automation > When... > a "button name" is "clicked"
Volker Grünauer
shared this idea