Custom actions (bulk buttons)
Custom actions add your own buttons to a table. Users select one or more records and click the button to send those records to an outside system (URL) or to start an ERP•AI workflow. Examples: “Send to accounting”, “Request approval”, “Sync to Shopify”.
Create a custom action
- Open the table and click ⋯ → Custom actions.
- In Add Custom Action, fill in:
| Field | Description |
|---|---|
| Button Label | The text on the button, for example Send for approval |
| Action Type | URL: posts the selected records’ data to a web address.Proto Custom Trigger: starts a workflow that uses the Custom Action trigger event |
| URL to Post Data | (URL type) The endpoint that receives the data, for example https://example.com/api/endpoint |
| Success Message | Shown to the user when the action succeeds (default: Action completed successfully) |
| Error Message | Shown when it fails (default: Action failed) |
- Click Save.
The action is available when users select records (bulk operation).
Connect a custom action to a workflow
- Create a workflow with a Platform Trigger and set Event Type to Custom Action. See Triggers.
- In the custom action, choose Proto Custom Trigger and select that workflow.
Who can use custom actions?
App roles control this with the View custom actions and Manage custom actions permissions. See App permissions.