Switching to the Custom buttons tab will open the Custom button manager. Use the manager to create quick send buttons with regards to airSlate workflows and add them directly to your Pipedrive entities.
Create custom buttons
To create a new custom button, select the orange Create button.
If you haven’t created any buttons yet, select Set up now to set up your first custom button.
The Custom button wizard will open. In the Button info tab, enter a label for your button and a short description (entered automatically right after clicking the description field).
Click Next to action settings to proceed.
Alternatively, switch to the Action settings tab.
In the Action settings tab, choose the airSlate workflow you’d like to use the button for.
Then, select the custom button mode:
Selecting Run airSlate workflow creates a document with regards to the selected workflow. This mode is set by default.
Selecting Run airSlate workflow & open the first step (single record only) creates a document and then automatically opens it in the airSlate editor.
Once selected, click Next to entities to proceed. Alternatively, switch to the Entities tab.
In the Entities tab, select a Pipedrive entity or list (or several) where the button will be added by ticking the checkbox next to them.
Selecting Entities will add a custom button to each Pipedrive record.
Selecting Lists makes the custom button available for the Pipedrive record list, allowing for multiple documents to be sent to multiple users at once.
Use the quick find to search for entities and lists. When done, click Finish.
That’s it! The button will be automatically created and added to your Pipedrive records or record lists. Proceed to the Pipedrive records to start using it with your airSlate workflow.
To see what lists and entities the custom button has been added to, hover over the number of lists and entities.
To edit or remove a created custom button, select the checkbox next to it. Then, choose the corresponding action.
Alternatively, click the three dots menu next to the custom button you need and select an option.
Use custom buttons
Once you’ve created your custom buttons, proceed to a Pipedrive record to run your workflows. To do so, on the Pipedrive record page, click the three dots menu. Then, select the Run airSlate workflow button that will open the list of available custom buttons.
Once opened, all custom buttons available for the current record will be ready for use. To run the workflow you need, click the corresponding custom button.
The custom buttons will be displayed in the list view mode by default. To switch to the table mode, click the corresponding icon.
The custom buttons will then appear as follows:
If you’ve added your created custom buttons to the Pipedrive record lists, it’s possible to run an airSlate workflow for multiple Pipedrive records all at once. To do so, navigate to the Pipedrive entity (Deals in the example) and select the records you want to run a workflow for.
Next, in the three dots menu, select Run airSlate workflow.
Once opened, all custom buttons available for the current Pipedrive record list will appear and will be ready for use. After clicking the custom button you need, the airSlate workflow will run for multiple records simultaneously, and multiple documents in airSlate will be created all at once.