Manage Custom Actions

  • Updated

Manage Custom Actions you've created to take action on accounts or people. You can activate, deactivate, edit, or delete Custom Actions.

Activate or Deactivate a Custom Action

  1. From the left navigation bar, go to Settings_N.png Settings > Integrated Systems > Custom Action Configurations.
  2. IIn the Status column, click the toggle for the Custom Action you want to activate or deactivate.

Important: You can only deactivate a Custom Action if it’s not being used in an automation.

Edit a Custom Action

  1. From the left navigation bar, go to Settings_N.png Settings > Integrated Systems > Custom Action Configurations.

  2. Hover over the row of the Custom Action you want to edit.

  3. Click the gear icon that appears.
  4. Click Edit.
  5. Edit the Custom Action as needed.

Delete a Custom Action

  1. From the left navigation bar, go to Settings_N.png Settings > Integrated Systems > Custom Action Configurations.
  2. Hover over the row of the action you want to edit.
  3. Click the gear icon that appears.
  4. Click Delete.