How to create an Actions for the Connected App

[Kumble]

Hi Team,

I would like to create Actions for our Connected App while configuring HubSpot Workflows.

I have noticed that some HubSpot apps, such as InAccord, Slack, and Microsoft Teams, support actions that can be used within HubSpot Workflows to integrate seamlessly with third-party services.

Below find an attachement for your reference,

I am aiming to achieve the same functionality for our Buyerstage app, but I haven’t found any option to create such actions within the app.

Could you please guide us on how to get started with creating Actions in our app so that our customers who integrate with HubSpot can utilize them effectively?

[TomM2 · Accepted solution]

Hey @Kumble you can do this through the custom workflows actions api. 

[Kumble · Accepted solution]

Hi @TomM2 

I have resolved the issue. It turns out I had missed setting the published flag to "true," which is necessary for the action to be displayed in workflow configurations.

I do have a small clarification, in my case, the actions are appearing under Integrated Apps, while in the image above, the "Create Accord Room" action is shown under Connected Apps.

Could you explain the difference between these two?

screenshots below for reference,
Action under Integrated Apps

Under Connected Apps,

[TomM2]

No idea! My guess is "integrated apps" are apps using your custom private apps and "connected apps" are apps installed from the HubSpot marketplace. 

[TomM2 · Accepted solution]

Hey @Kumble you can do this through the custom workflows actions api. 

[Kumble]

Thank you for your response, @TomM2 .

I've reviewed the information in the *custom workflow actions API* documentation. While exploring, I realized that setting up custom actions requires using the API(custom action Api) . However, as a developer, I struggled to fully understand the concepts of callbacks, definitions, and functions.

I attempted to create a new extension definition through the API to make our actions appear in the workflow. Although I successfully made the API call, I still couldn't see the expected action in the workflow setup screen.

I have a few questions:

1. Is it only possible to create custom actions through the API?
2. If so, could you provide some guidance on how to work with callbacks, definitions, and functions? Also, which APIs should I use to make the custom action appear in the workflow setup?
3. If not, could you share documentation or instructions for setting up custom actions without using the API?

I'm looking forward to hearing from you.

[TomM2]

Hey @Kumble I'm not a developer myself so unfortunately can't provide much help on the dev end, but from what I can see the custom workflow actions api is how you create these. Callbacks, definitions and functions would be quite commonly used in custom integrations. There's a bit more info on callbacks here. Definitions would be the definition of your workflow action, which would include your fields, information and functions. 

Maybe @Anton could provide a bit more info on this too!