RidgeCRM Developer Docs

Automation

Quick actions

Record-level actions that compress repeated work into one click.

Action model

Quick actions are metadata-backed buttons that appear on record pages and stage paths. They can open forms, execute configured behavior, or call external systems through webhook-style config.

  • Bind actions to object types and page contexts.
  • Use configuration JSON to describe inputs and behavior.
  • Render actions through the `QuickActionBar` component.
  • Use quick actions alongside sales processes for stage-specific work.