Custom Actions

Action Collections

Bundle custom actions into a collection, share it with your workspace, and add it to other apps.

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Hunter Hodnett
Hunter HodnettCPTO at Chipp
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#custom-actions#collections#sharing#advanced

Action Collections let you bundle related custom actions together and reuse them across your apps or share them with your workspace. Instead of recreating the same API integrations for each app, build them once and add them everywhere.

What Are Action Collections?

A collection is a saved copy of one or more custom actions from one of your apps:

FeatureDescription
Bundled actionsGroup related API integrations together
ShareableKeep it private or share it with your workspace
ConfigurableEach app sets its own variable values (API keys, base URLs)
VersionedRe-publish to update the collection; the version number goes up

Creating a Collection

Create Custom Actions

First, create the custom actions you want to bundle in your app’s Build > Connect > Custom APIs section.

Publish as Collection

Below your custom actions you’ll find the Action collections card. Once your app has at least one custom action, click Publish as collection.

Configure your collection:

  • Name: A descriptive name (e.g., “Stripe Payments”)
  • Description: What the collection does and what it needs
  • Actions: Select which actions to include (up to 50)

Choose Who Can Use It
ScopeWho Can Access
PrivateOnly you, in any app you can edit
WorkspaceEveryone in the app’s workspace, in apps in that workspace

You can change this later from Your collections in the same card. To share with a workspace, you need edit access to custom actions in that workspace.

Adding a Collection to Your App

Browse Available Collections

In the Action collections card, click Browse collections to see what you can add:

  • Your collections: Collections you’ve published
  • Shared with your workspace: Collections your teammates shared with this app’s workspace
  • From Chipp: Collections reviewed and approved by Chipp

A workspace collection only appears for members of that workspace, and you can only add it to apps in that workspace.

Add It

  1. Find the collection you want
  2. Click Add to app
  3. Fill in any variables the collection needs (see below)

The actions are copied into your app as regular custom actions. Adding the same collection twice does nothing the second time. You need edit access to custom actions on the app.

Variables and Configuration

Collections use Application Variables for values that differ between apps.

What Are Variables?

Variables are placeholders that each app fills in for itself:

plaintext
API URL: https://api.example.com/v1
API Key: {{var.API_KEY}}       <- Variable

What Travels With a Collection

When you publish, the collection records each variable’s name, label, and type. It never records the value. Your API keys stay in your app.

When someone adds the collection, Chipp creates any missing variables in their app with an empty value. The success message lists the variables to fill in.

Setting Variable Values

  1. Open Build > Connect > Custom APIs
  2. Open the Variables section
  3. Enter a value for each variable the collection needs

Secret variables are encrypted and hidden in the UI.

Managing Collections

View Your Collections

The Action collections card shows:

  • Added to this app: collections whose actions this app holds
  • Your collections: collections you’ve published, with their sharing setting

Update a Collection

  1. Change the custom actions in your app
  2. In Your collections, click Re-publish
  3. Pick the actions the collection should hold

Re-publishing replaces the collection’s actions and bumps its version. Apps that already added the collection keep their current copies. To pick up the new version, remove the collection from the app and add it again.

Remove a Collection From an App

  1. Find the collection under Added to this app
  2. Click Remove collection

This removes the collection’s actions from that app only. It does not delete the collection or touch any other app.

Delete a Collection

Only the person who published a collection can rename, re-publish, share, or delete it. Click Delete in Your collections. Apps that already added it keep those actions as ordinary custom actions.

Best Practices

Organizing Collections

Create focused collections around a single integration or use case:

Good:

  • “Stripe Payments” - Charge, refund, subscription actions
  • “HubSpot CRM” - Contact, deal, company actions
  • “Email Tools” - Send, template, tracking actions

Avoid:

  • “All My Actions” - Too broad, hard to maintain
  • “Misc Utilities” - No clear purpose

Variable Naming

Use clear, consistent variable names:

plaintext
Good:
- STRIPE_API_KEY
- HUBSPOT_ACCESS_TOKEN
- BASE_URL

Avoid:
- key
- token1
- url

Put credentials in variables, not in header values. A value typed directly into a header is part of the action, so it is copied with the collection.

Documentation

Add descriptions to your collections and actions:

  • What does each action do?
  • What variables are required?
  • Any prerequisites or setup needed?

Troubleshooting

”Variable is empty” when an action runs

The collection added a variable but no value is set yet:

  1. Open the Variables section under Custom APIs
  2. Enter the missing values

”Action not working after adding”

  1. Check variable values are correct
  2. Verify API credentials are valid
  3. Test the action with Test Request in the action editor

”Can’t see workspace collections”

  1. Check you are in the right workspace
  2. Check the collection’s sharing is set to Workspace
  3. Ask the person who published it to confirm it was published from an app in this workspace

”Can’t add a workspace collection to my app”

A workspace collection can only be added to apps in its own workspace. Ask the publisher to share it from your workspace, or publish your own copy.

Next Steps

With action collections:

  1. Learn about Custom Actions to build your own integrations
  2. Explore Pro Actions for pre-built integrations
  3. See Parameter Configuration for advanced configuration