Custom Buttons are used to quickly execute actions directly from a record. There are 4 different types of buttons: Hyperlink, Webhook, Lambda, and AppConnect Recipe.
Custom Buttons can be added to page layouts in CRM, Marketing, and Custom Apps.
Admins can add up to six buttons to a Page Layout but can create as many as they want per object.
If you have an AppConnect subscription, you can build Recipes to automate your Custom Button processes. Learn more.
There are two Button display options. They can be either text, which displays a plain text word within the button, or an icon that displays an image chosen by the user.
This feature is available to Professional and Enterprise customers, but the Lambda button is only available on Enterprise plans.
Hyperlink - Opens an external hyperlink in a new browser window when clicked.
Webhook Endpoint - Sends an HTTP Webhook Post payload to an endpoint URL when clicked.
The Webhook will be disabled if there are 3 failed attempts within 7 days.
Lambda Function - Executes a previously created Insightly Lambda Function when clicked.
AppConnect Recipe - Executes a previously created AppConnect recipe when clicked.