Automation

Quick buttons

Customizable buttons for one-click actions

Features

Custom buttons
Multiple actions with one button
Changing fields and tags
Creating tasks
Display conditions

Installation and setup guide

Detailed guide for working with widget "Quick buttons"

widget setup

After installing the widget, go to the deal

Click on the "Add section" button

In the window that appears, enter the name of the section and click the Add button

Now you can make settings for this section:
1. The funnel in which this section will be displayed with buttons (by default the section will be visible to everyone)
2. Group of users who will see this section (by default the button will be visible to everyone)
3. Section color and icon for it
4. You can add your own icon, the icon size should be less than 32x32

After setting up the section, click the Add button

In the window that appears
1. In the Group name field in the drop-down list, select the section in which the button will be located
2. In the Button name field, enter the name of the button
3. In the Type field, select the action that the button will perform (for this example it is worth Copy text)
4. In the Content field, enter the text that will be copied
5. Click on Add

You can also customize the Funnel, User Group, Button Color and Icon
Click on Save

After setting up and exiting them, click on the section
Click on the button and the message will copy the message that was written in the settings button

The copied message can be sent to the client

KEYS THAT CAN BE INSERTED INTO A Message

{{lead.sale}} - Deal budget
{{lead.name}} - Deal name
{{lead.Additional field}} - Any additional field of the deal

{{contact.name}} - Full name of the contact
{{contact.Additional field}} - Any additional contact field

You can also quickly open a link using the widget. To do this, you can add a new section "Open links" and click on the "Add button"

A new section with a button appears in the widget. When you click on the button, a new tab will open with the page specified in the settings in the button

Running a bot

You can also quickly launch salesbot using the widget. To do this, you can add a new section "Launch salesbot" and click on the "Add button"

You can also create a new salesbot directly in the settings, to do this you need to click on Open Salesbot settings

You can also launch the bot through the “Quick Buttons” widget, we follow all the same steps as before. But in the "Type" drop-down list, select "Run code" and enter the following into the content:
$.ajax({
url:'/api/v2/salesbot/run',
type:"POST",
data:JSON.stringify([{bot_id:8399,entity_id:AMOCRM.data.current_card.id,entity_type:2}]),
contentType:"application/json; charset=utf-8",
dataType:"json"
})
how to find out the bot_id of your bot is described below

HOW TO FIND OUT BOT_ID?