How are Actions Created?

This is a detailed guide on how to create an action.
Suppose, you want to create an action “Create Message” in your app “Basecamp”. You will select the Actions tab from the app menu. This page will display all existing actions in your app as shown below. To create a new one, click the Create Action button. A form will appear that will take the action metadata as input. 

Action Basic Info and Endpoints

Starting with basic information, action name and its description. Next, you need to add the action endpoint. To perform an action your app needs to execute an endpoint in the third-party app. This endpoint is executed by sending a request to the external API. Every action needs an endpoint to be configured with it. Learn here what are endpoints and how to add them to your actions.

Action Authorization

Once the endpoint is added, next you need to select the Authorization method of your action. This comes in handy if your app supports multiple authorization types. In most of the cases, the action authorization type is the same as the app authorization type. In this case, you will select the authorization type from the drop-down menu. If not, select Create new Authorization from the menu. Read, How to create an authorization endpoint

Activity Fields

Activity Fields are where you define data that is collected from the user when an action is added to a template and when the integration is created. We know from Basecamp API Docs, if we want to create a message in Basecamp, the following endpoint has to be executed 

POST /buckets/1/message_boards/3/messages.json
publishes a message in the project with ID 1 and under the message board with an ID of 3. Furthermore, we also know that the base part of this URL is https://3.basecampapi.com/5 where 5 is the Account ID.

For a successful message post, we will need to provide Basecamp Account, Project, and Message Board IDs. This information is provided by the user when they create integration and it is collected through activity fields. Learn how to configure activity fields.

Action Hooks

Hooks are the endpoints that are executed when a user saves, deletes or updates an integration that uses the action. The hooks associated are configured while setting up the action. To learn about these and how to add them to your action or trigger, click here.

Saving an Action

When you proceed to save the action you can view three buttons at the end of the page as shown below. 

Cancel: Cancels the action all together

Create Action: Save the action as a draft. You can edit it and test it thoroughly before you submit it for approval. Other users cannot view the action while creating templates unless the action is published. 

Submit for Approval: When you submit an action for approval, it is sent to our team for review. Once all looks good and is tested properly, the action is published. It becomes available to other apps as well.

Once the action is published, you have very limited modification ability. Not all parts of the activity can be edited. Learn more.

You can cancel the request for approval to make changes. As soon as you submit the request, you can view a Cancel Review and Edit Action button. 

Testing an Action

When you save your action, you can test it right away before creating templates. To learn how to test an action, click here.

We hope now you know what are actions, how they are created, saved and tested!

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