Automation button

Andrew Earles
Andrew Earles Member Posts: 9 VERIFIED MEMBER
25 Up Votes Second Anniversary First Comment Photogenic
edited July 2023 in Ideas and Product Feedback #1

I would really like an automation button in a deal or on a deal card. When I click the button it will trigger an automation or a predefined action that I assign to a button. e.g. the automation could be to send an email to a contact person, and it only triggers when I click the button. This a feature in Zoho and Keap

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