Manage your custom actions

In the Custom Actions library, you can review, edit, and manage your custom actions in one place, including the ones your teammates created.

Beta

Custom Actions is in open beta. It's available for use, but still in active development and may change.

To open the library, click More in the left sidebar, then select Custom Actions.

Note

Custom actions created with the Start Simple Builder are no longer visible in the Custom Actions Library because they were converted to API Request actions on July 8, 2024. Learn more in this release note.

Library controls

In the Custom Action library, you have several controls:

• Search by name : Find a custom action by its name.
• All apps: Filter custom actions by the app they extend.
• All: Filter by ownership. Select All, Owned by me, or Shared with me.
• Filters : Filter by Status, either Published or Draft, or by Visibility, either Account only or Public.

To sort the list, click the Name, Zaps, or Last modified column heading.

Columns

Action menu

Click the settings menu icon on any action to select management options from the dropdown menu:

• Preview: Review the action's name, description, and API method and URL without opening the builder.
• Copy Link: Copy a direct link to the action.
• Edit: Open the action in the Custom Action Builder.
  • If a member does not have edit access, the dropdown menu will display View instead.
• Duplicate: Create a copy of the action.
• Change Owner: Transfer the action to another account member.
• Delete: Permanently remove the action.

Edit a custom action

1. Go to the Custom Actions library.
2. Find the custom action and click the settings menu icon . A dropdown menu will appear.
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.

Note

• Only the owner and account admins can edit a custom action. Other members can open it in read-only mode and can duplicate it. If your account restricts creation to admins, members who are not admins cannot edit, duplicate, or delete an action, even one they created. Learn more about admin-only custom action creation.
• Updating a custom action automatically updates Zap workflows containing it, including those used by your teammates.

Change the owner of a custom action

Owners and account admins can transfer a custom action to another account member.

1. Go to the Custom Actions library.
2. Find the action and click the settings menu icon . A dropdown menu will appear.
3. From the dropdown menu, select Change Owner.
4. In the Change owner dialog, search for the new owner by name or email, then select them.
5. Click Change owner.

Unpublish a custom action

1. Go to the Custom Action library.
2. Find the action and click the settings menu icon . A dropdown menu will appear.
3. From the dropdown menu, select Edit.
4. Scroll to the bottom of the page and click Unpublish.

Note

• Unpublished custom actions will no longer appear in the Zap editor.
• Any Zap workflows currently using the unpublished custom action will no longer function.

Delete a custom action

1. Go to the Custom Action library.
2. Find the action and click the settings menu icon . A dropdown menu will appear.
3. From the dropdown menu, select Delete.
4. A dialog box will appear. Click Delete.

Custom actions for prohibited apps

If your Enterprise account prohibits an app, any custom action that extends that app shows a Restricted label in the library.

The action is not deleted, but it is unavailable until the app is permitted again:

• Opening it shows a message that the app is restricted, with a link to learn more. You cannot close the message.
• You cannot edit, test, publish, duplicate, or regenerate it with AI.

Zaps that already use the action stay on, but the step is held when the Zap runs. Held runs cannot be replayed until the app is permitted again. An admin can add the app to your allowed list, remove it from your restricted list if your account uses the legacy setting, or add a member or team exception.