Custom buttons let you launch altaFlow workflows directly from Pipedrive records and lists — perfect for sending contracts, generating documents, or triggering document workflows without leaving your CRM. Open the Custom buttons tab in the altaFlow for Pipedrive integration to reach the Custom button manager.
Create a custom button
To create a new custom button, click the orange Create button.
If you haven't created any buttons yet, click Set up now to configure your first one.
The Custom button wizard opens. In the Button info tab, enter a label for your button and a short description (added automatically after you click the description field).
Click Next to action settings to proceed, or switch to the Action settings tab.
In the Action settings tab, choose the altaFlow workflow you want the button to run.
Then, pick the custom button mode:
Run altaFlow workflow creates a document from the selected workflow. This mode is set by default.
Run altaFlow workflow & open the first step (single record only) creates a document and automatically opens it in the altaFlow editor.
Click Next to entities to proceed, or switch to the Entities tab.
In the Entities tab, select one or more Pipedrive entities or lists where the button will appear by ticking the checkbox next to them:
Entities adds the custom button to each Pipedrive record.
Lists makes the custom button available for the Pipedrive record list, so you can send multiple documents to multiple users at once.
Use quick find to search for entities and lists. When done, click Finish.
The button is now added to the Pipedrive records or record lists you selected. Open those records in Pipedrive to start running your altaFlow workflow.
To see which lists and entities the custom button has been added to, hover over the number of lists and entities.
To edit or remove a custom button, select the checkbox next to it and choose the action you need.
Or click the three-dots menu next to the custom button and select an option.
Use a custom button
Once your custom buttons are created, open a Pipedrive record to run the workflow. On the record page, click the three-dots menu, then select Run altaFlow workflow to see the list of available custom buttons.
All custom buttons available for the current record appear here. Click the custom button for the workflow you want to run.
Custom buttons are shown in list view by default. To switch to table view, click the corresponding icon.
The custom buttons then appear like this:
Run a workflow for multiple Pipedrive records
If you've added custom buttons to Pipedrive record lists, you can run an altaFlow workflow for multiple records at once. Open the Pipedrive entity (Deals in the example), select the records you want to run the workflow for, then choose Run altaFlow workflow from the three-dots menu.
All custom buttons available for the current Pipedrive record list appear and are ready to use. Click the button you need — the altaFlow workflow runs for all selected records at once, and the corresponding documents are created together.