Actions — Executable Buttons on CRM Objects

To add executable action buttons to CRM records, you create an action field on a CRM object and attach a server-side script. This renders a button in table views, detail panels, and Kanban cards that runs the script directly from the UI.

Yes, you can run server-side scripts directly from a CRM table view. The actions render as buttons in table rows, detail panels, Kanban cards, and bulk actions, allowing you to execute scripts without navigating away from the record.

You can use multiple programming languages for CRM workflow automation scripts, including JavaScript, Python, and Bash. The actions support both file-based scripts and inline scripts via a runtime mode to execute tasks across languages.

CRM action scripts report progress and results using an NDJSON-based protocol. This protocol streams output directly from the server-side scripts, while DENCH_ environment variables expose the script context for execution.

Yes, this CRM automation approach works with bulk actions. You can trigger the executable action buttons across multiple records simultaneously to perform tasks like updating fields, sending notifications, or exporting data.

Before adding server-side actions to CRM objects, you need to create a SKILL.md file containing a name and description. This file defines the configuration required to attach file-based or inline scripts to the action fields.