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Automations & Integrations
Automation Trigger: When a Button is Clicked
You can now trigger automations directly from a Button field — giving users a way to manually initiate workflows from within a record. Ideal for approvals, escalations, or custom update actions that need to happen on demand.
Key Highlights
- New Button Action: Select “Execute Automation” when configuring a Button field.
- New Trigger Type: “SmartSuite: When a Button is Clicked” is now available in the Automation builder.
- Two Setup Paths: Create automations from the Button field or from the Automation builder.
- Visual Pairing: Buttons clearly show their linked automation and provide direct access.
- Activity History Logging: Button clicks and results are recorded, including success, failure, or skipped conditions.
- Click Protection: Buttons are only clickable if the paired automation is active and properly configured.
How it Works
- Add a Button field to a record and choose Execute Automation as the action.
- Create or link to an automation directly from the Button setup flow.
- Alternatively, start from the Automation builder using the Button Clicked trigger.
- The system automatically links the button and automation, with visual pairing shown in both places.
- When clicked, the button runs the automation and shows real-time success or failure feedback.
- Click events are logged in Activity History with detailed results.
This update gives teams more control over when and how automations run, putting powerful actions at users’ fingertips.