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.