Manage your Custom Actions

Beta

Custom Actions is a beta feature. It is available for use, but is still in active development and may change.

In the Custom Actions library, you can view, edit, and manage your Custom Actions in one place. You can also view ones created by your teammates.

Screenshot of the Custom Action Library.png

Library controls

In the Custom Action library, you have several controls:

  • Filter actionFilter icon : Allows you to filter based on the status or visibility.
  • Search navSearch icon : Allows you to search by app, user, or name.
  • navMoreHoriz icon : Allows you to view Custom Actions in a list.
  • navGridview icon : Allows you to view Custom Actions in a grid.
  • Sort arrowSmallDown icon : Allows you to sort Custom Actions by most recently created or oldest.

 

Edit a Custom Action

  1. Go to the Custom Action Builder.
  2. Find the Custom Action and click the three dot icon navMoreHoriz.
  3. From the dropdown menu, click Edit.
  4. The Custom Action Builder will open, allowing you to make changes.
  5. Once you are happy with your changes, click Publish.
miscEye icon Note
  • Custom Actions can only be edited by the owner.
  • Updating a Custom Action automatically updates Zaps containing it, including those used by your teammates.

 

Unpublish a Custom Action

  1. Go to the Custom Action library.
  2. Find the Custom Action and click the three dot icon navMoreHoriz.
  3. From the dropdown menu, select Edit.
  4. Scroll to the bottom of the page and click Unpublish.
miscEye icon Note
  • Unpublished Custom Actions will no longer appear in the Zap editor.
  • Any Zaps currently using the unpublished Custom Action will no longer function.

 

Delete a Custom Action

  1. Go to the Custom Action library.
  2. Find the Custom Action and click the three dot icon navMoreHoriz.
  3. From the dropdown menu, select Delete.
  4. A dialog box will appear. Click Delete
Was this article helpful?
0 out of 0 found this helpful