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Custom Actions allow you to create reusable actions tailored to your specific needs by combining existing actions into a single unit. This simplifies workflow creation and promotes consistency across workflows.

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Creating a New Custom Action

Note: The ‘If’, ‘If else’, ‘For Each’, ‘Variable’, ‘Wait’, ‘Note’, and ‘End Run’ actions cannot be customized.
1

Navigate to Settings

On the right-hand side of the step, click the Save as new custom action option.
2

Configure the Custom Action

Enter the following parameters:
  1. A Custom Action name
  2. Select a Vendor or create a new one
  3. Enter a description
  4. In Advanced Settings, you can edit the YAML format
3

Save and Reuse

Note: A custom action label will appear next to it, indicating that it is a custom action.
Click ‘Create’ to save your custom action. It will now appear under the selected vendor in the action library and will be available to all users in your workspace.

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Editing a Custom Action

Any updates to this custom action will automatically affect every workflow where it is used.
1
In the left-hand side action panel, click the and select the ‘Edit custom action’.
2
Make the necessary changes and click the ‘Update’ button to apply the changes.

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Using Custom Actions

Add a custom action to a step same way as creating a regular step:
  • Drag and drop: To use a custom action, drag and drop the Action onto the canvas from the Action panel. At the top of the panel you can see the flow control actions and beneath them a list of external service providers. To see the available Actions, open a service.
  • Inline adding: Click on the box in the middle of the canvas. Search for the custom action in the search bar and select it.