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Button fields are useful for fixed, repeated workflows that should run after a person confirms the action. Common examples include converting a lead to an opportunity, scheduling approved content, sending task reminders, or syncing the current record to an external system. This guide uses lead conversion as the main example and shows how to connect a button to an automation.

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Use Cases

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Example: Convert a Lead to an Opportunity

In a CRM table, a sales rep clicks the “Convert to opportunity” button after deciding that a lead is ready. The automation completes two actions:
  • Create a new record in the opportunities table with key information such as company and contact.
  • Update the original lead status in the leads table to “Converted”.

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Prepare the Tables

This example uses two tables:

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Create the Button Field

Add a button field in the leads table:
1

Choose the field type

Create a field and choose Button as the field type.
2

Set the button text

Set the button text to “Convert to opportunity” and choose a color that is easy to recognize.
3

Enable click confirmation

To avoid accidental clicks, enable Confirm before click and fill in the dialog title, message, and confirm-button text.

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Configure Automation Actions

After creating the button field, configure the automation that runs when the button is clicked.
1

Create an automation

In the button field settings, click Custom automation and create a workflow.
2

Create an opportunity record

Add a Create record action and choose the opportunities table as the target table.
3

Map fields

Write key lead fields into the new opportunity. For example:
  • Opportunity name = Company name from the triggering record
  • Related customer = Contact from the triggering record
  • Owner = Owner from the triggering record
4

Update the original lead status

Add an Update record action. Choose the leads table as the target table, use the triggering record ID as the record ID, and update Status to “Converted”.
After saving the automation, the sales rep can click “Convert to opportunity” to create the opportunity and update the original lead status.

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Add Notifications

If a sales manager or opportunity owner needs to be notified after conversion, add a Send email action or a team message action to the automation. Common settings:
  • Recipient: A fixed email address, or a user field from the current record.
  • Subject and body: Insert field values from the triggering record, such as company name, owner, or lead source.
Example email body:
New opportunity converted: [Company name] was converted by [Owner]. Please follow up.

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Connect External Systems

If converted opportunities also need to be synced to a CRM, finance system, or internal tool, add an HTTP request action to the automation. HTTP requests work best when the target system has a stable API. Before configuring the action, confirm the endpoint, request method, authentication method, and field format.

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Limit Duplicate Clicks

Lead conversion usually should not happen more than once for the same lead. Enable Limit number of clicks in the button field: After the click limit is reached, the button on that record becomes disabled.

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Notes

  • Whether a button click runs successfully depends on whether the linked automation is enabled and working.
  • Each successful automation trigger counts toward the workspace automation run quota.
  • If the button changes important data, enable click confirmation and limit the number of clicks.
Last modified on May 26, 2026