Workflow action

[roselleebarle]

Can anyone point me to the write resources so that I could add a workflow action available for all customers?

I want my app to show up here:

After spending several hours, i’m still confused. There is no UI to create these actions in my App listing page.

[coldrickjack]

Hi @roselleebarle,

There is no way to create actions within the UI at present. In order to create these actions you need to leverage the Custom Workflow Action API.

The first thing you need to do (which it seems you have done) is to create/register an app within the developer portal. Next you need to define your custom action by using “automation/v4/actions/ hapikey=YOUR_HUBSPOT_DEVELOPER_API_KEY”.

When you’ve successfully defined your action it will appear in any portal that has installed your app (gone through the OAuth flow).

I hope this helps.

[roselleebarle]

Hi @coldrickjack , I appreciate the response. I was able to finally setup the actions I needed via the API. I struggled finding where the actions end up once I publish them, turns out they don’t show up when you use the Form automation -- instead you have to work your way inside a workflow automation. Once the integration is installed, it shows up under “Available actions”.

[SierraHoward]

Hi @roselleebarle , I’m the Product Manager for the custom actions API at HubSpot. Our team is currently working on a solution for this and I would love to set up some time to get your direct feedback. Sending you a follow-up message