## What is OneClick

OneClick is a Pipedrive app that adds Buttons to Pipedrive. An admin makes the Buttons in OneClick. A Pipedrive user
presses a Button to start a process at the correct time.

## The problem that OneClick solves

Pipedrive has no custom buttons. An automation must find out by itself when to start. It must read many Pipedrive
webhooks or read a filter again and again. Most of these webhooks and reads do not start a process. The user also does
not see if the process started, completed or stopped with an error.

With OneClick, the user decides when the process starts. The user presses a Button, and OneClick shows the result to
the user.

## Where the Buttons are

The Panel is the OneClick area in the sidebar of a Pipedrive deal, person or organization. A Button in the Panel
belongs to that record.

![The OneClick Panel in the sidebar of a Pipedrive deal, with a list of Buttons](https://res.cloudinary.com/zimple/image/upload/f_auto,q_auto/oneclick-docs/getting-started/panel-with-buttons.png)

The Floating window floats over Pipedrive and stays open when the user moves to another page. A Button in the
Floating window belongs to no record.

## What a Button does

OneClick has three Button types:

- A **Workflow button** sends the data of the Pipedrive record to a URL. The URL can be a Make scenario, a Zapier Zap
  or your own server. The data can include field values, user data and deal products.
- A **Link button** opens a URL that it makes from the Pipedrive field values.
- An **Interface button** opens an Interface view. The admin builds the Interface view in Interface Builder.

A Button can ask the user to fill in fields before OneClick sends the data. Required fields must have a value. Your
automation can send messages back to the user, for example the status of the process.

## Steps to start

1. A Pipedrive global admin installs OneClick. See [Install OneClick as a global admin](/docs/getting-started/install).
2. The admin makes the Buttons in the OneClick settings. See [Buttons](/docs/buttons).
3. Each user installs OneClick. See [Install OneClick as a user](/docs/getting-started/install-as-a-user).
4. The users press the Buttons. See [Use Buttons](/docs/use-buttons).

Pipedrive apps are user specific: each user installs OneClick for himself or herself. The Buttons and the settings
apply to all users in the company.