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Magic buttons are a special type of automation trigger that adds a custom button directly to a record. When someone on your team clicks the button, the automation runs immediately for that record — no event needed. This is useful for on-demand workflows that your team runs manually, like kicking off a client onboarding process, requesting a review, or sending a standard follow-up.

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How magic buttons work

When you create an automation with a magic button trigger, the button appears on every record that matches the trigger’s configuration. For example, a household magic button set to Client appears on all client records. Each button has a title, description, and an icon with a color you choose. Your team sees these buttons as quick actions on the record.

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Create a magic button automation

1

Create a new automation

Go to Automations and click New automation.
2

Select the magic button trigger

Click the trigger node and choose Magic button under the Household or Meeting category.
3

Configure the button

Fill in the button details:
  • Household type (household only) — choose Prospect or Client
  • Title — the label shown on the button (e.g., “Request review”)
  • Description — a short explanation of what the button does (e.g., “What does this button do?”)
  • Icon and color — pick a visual identifier for the button
4

Add actions

Add the actions you want to run when the button is clicked, just like any other automation.
5

Publish the automation

Click Publish automation, name it, and click Publish.
The button now appears on all matching records.

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Where magic buttons appear

  • Household magic buttons appear on client or prospect records, depending on the household type you selected
  • Meeting magic buttons appear on meeting records

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Household vs. meeting magic buttons

HouseholdMeeting
Household typeRequired — choose Prospect or ClientNot applicable
DescriptionRequiredOptional
Icon and colorRequiredOptional

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FAQ

Yes. Each magic button automation creates its own button. You can have as many as you need on the same record type.
The button is removed from records and no longer appears as a quick action. Re-enable the automation to bring it back.
Any team member with access to the book can click magic buttons on records they can view.

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Next steps

Building automations

Learn how to build and publish automations.

Actions reference

See all the actions you can add after a magic button trigger.