Quick Actions

The Quick Actions API enables you to embed external tools directly into your Shared Spaces. By incorporating calendar scheduling, document signing, or other integrations, you can streamline collaboration and enhance productivity for your revenue teams.

Quick Actions in Shared Spaces

What you'll learn

How to create and configure Quick Actions in Shared Spaces
How to list and retrieve Quick Action details
How to update and delete Quick Actions
How to work with Shared Space extensions

TL;DR

Create a Quick Action? Use POST /shared-spaces/{id}/quick-actions with title, URL, and extension ID
List Quick Actions? Use GET /shared-spaces/{id}/quick-actions to retrieve all actions
Update or delete? Use PATCH or DELETE on /quick-actions/{quickActionId}

When to use the API

Calendar Integration	Document Signing	Custom Workflows	Dynamic Actions
Embed scheduling tools like Calendly, HubSpot, or Cal.com directly in Shared Spaces.	Add e-signature buttons for contracts and agreements.	Create action buttons that link to external business tools.	Programmatically add or remove actions based on deal stage.

Prerequisites

Plan: Ultimate | Advanced or Expert
Permissions: Administrator access to Showpad's Admin App
Authentication: Valid OAuth 2.0 access token (learn more)
Config:
- Shared Spaces enabled
- An installed Showpad App with a Shared Space Extension

Quick Actions terminology

Before working with Quick Actions, familiarize yourself with these key terms:

Term	Description
`Quick Action`	An action button displayed in a Shared Space that links to an external tool via an iFrame. Each Quick Action is powered by a Shared Space Extension.
`Shared Space Extension`	A component defined in a Showpad App that enables Quick Actions. Extensions specify valid domains that can be embedded.
`sharedSpaceExtensionId`	The unique identifier of the extension that powers a Quick Action. Required when creating a Quick Action.
`isInternal`	Boolean flag that determines visibility. When `true`, only internal users (sellers) can see the Quick Action. When `false`, both internal and external users (buyers) can see it.
`validDomains`	URLs configured in the extension that permit embedding within an iFrame. The Quick Action URL must match one of these domains.

Base endpoint

Every request uses the API v4 base endpoint:

https://{{subdomain}}.api.showpad.com/v4

Once your Showpad App with one or more Shared Space Extensions is installed, you can make the following API requests.

Shared Spaces

Before creating Quick Actions, you need to identify the Shared Space and the installed extensions.

List Shared Spaces

Retrieve all Shared Spaces in your organization:

Method	Endpoint	Description
`GET`	`/shared-spaces`	Returns a list of all Shared Spaces in your organization.

Example Request

cURL
JavaScript
Python

curl "https://{{subdomain}}.api.showpad.com/v4/shared-spaces?participantEmail=bob.smith%40showpad.com&limit=100" \
  -H "Authorization: Bearer {access_token}"

const response = await fetch('https://{{subdomain}}.api.showpad.com/v4/shared-spaces?limit=100', {
  headers: { Authorization: 'Bearer {access_token}' },
});
const sharedSpaces = await response.json();

import requests

response = requests.get(
    'https://{{subdomain}}.api.showpad.com/v4/shared-spaces',
    headers={'Authorization': 'Bearer {access_token}'},
    params={'limit': 100}
)
shared_spaces = response.json()

Example Response

{
  "count": 1,
  "items": [
    {
      "id": "shared-space-id",
      "title": "Sales and Marketing teams",
      "status": "ACTIVE",
      "createdAt": "2019-08-24T14:15:22.000Z",
      "lastActivityAt": "2019-08-24T14:15:22.000Z"
    }
  ]
}

List of Shared Space Extensions

Different Base Endpoint

This request uses the Apps API base endpoint (/apps/v1), not the standard v4 endpoint.

Retrieve a list of all installed Shared Space extensions:

Method	Endpoint	Description
`GET`	`/apps/v1/shared-space-extensions`	Returns all Shared Space extensions installed in your organization.

Example Request

cURL
JavaScript
Python

curl "https://{{subdomain}}.api.showpad.com/apps/v1/shared-space-extensions" \
  -H "Authorization: Bearer {access_token}"

const response = await fetch('https://{{subdomain}}.api.showpad.com/apps/v1/shared-space-extensions', {
  headers: { Authorization: 'Bearer {access_token}' },
});
const extensions = await response.json();

import requests

response = requests.get(
    'https://{{subdomain}}.api.showpad.com/apps/v1/shared-space-extensions',
    headers={'Authorization': 'Bearer {access_token}'}
)
extensions = response.json()

Example Response

{
  "items": [
    {
      "id": "SharedSpaceExtensionId",
      "appId": "appId",
      "versionId": "versionId",
      "name": "Shared Space Calendar Extension",
      "extensionKey": "shared-spaces-calendar-extensions",
      "description": "My Shared Space Calendar Extension",
      "icon": "https://some-png-icon.png",
      "injectShowpadJs": true
    }
  ],
  "itemsCount": 1
}

Quick Actions

Create Quick Action

Add a new Quick Action to a Shared Space:

Method	Endpoint	Description
`POST`	`/shared-spaces/{id}/quick-actions`	Creates a Quick Action in a Shared Space.

Example Request

cURL
JavaScript
Python

curl -X POST "https://{{subdomain}}.api.showpad.com/v4/shared-spaces/{sharedSpaceId}/quick-actions" \
  -H "Authorization: Bearer {access_token}" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Schedule Meeting",
    "url": "https://calendly.com/your-link",
    "sharedSpaceExtensionId": "extension-id",
    "isInternal": false
  }'

const response = await fetch('https://{{subdomain}}.api.showpad.com/v4/shared-spaces/{sharedSpaceId}/quick-actions', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer {access_token}',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
    title: 'Schedule Meeting',
    url: 'https://calendly.com/your-link',
    sharedSpaceExtensionId: 'extension-id',
    isInternal: false,
  }),
});
const quickAction = await response.json();

import requests

response = requests.post(
    'https://{{subdomain}}.api.showpad.com/v4/shared-spaces/{sharedSpaceId}/quick-actions',
    headers={
        'Authorization': 'Bearer {access_token}',
        'Content-Type': 'application/json'
    },
    json={
        'title': 'Schedule Meeting',
        'url': 'https://calendly.com/your-link',
        'sharedSpaceExtensionId': 'extension-id',
        'isInternal': False
    }
)
quick_action = response.json()

Example Response

{
  "id": "QuickActionId",
  "title": "Schedule Meeting",
  "url": "https://calendly.com/your-link",
  "isInternal": false,
  "sharedSpaceExtension": {
    "id": "SharedSpaceExtensionId",
    "name": "Shared Space Calendar Extension",
    "description": "My Shared Space Calendar Extension",
    "icon": "https://some-png-icon.png"
  }
}

List of Quick Actions

Retrieve all Quick Actions in a Shared Space:

Method	Endpoint	Description
`GET`	`/shared-spaces/{id}/quick-actions`	Returns all Quick Actions in a Shared Space.

Example Request

cURL
JavaScript
Python

curl "https://{{subdomain}}.api.showpad.com/v4/shared-spaces/{sharedSpaceId}/quick-actions" \
  -H "Authorization: Bearer {access_token}"

const response = await fetch('https://{{subdomain}}.api.showpad.com/v4/shared-spaces/{sharedSpaceId}/quick-actions', {
  headers: { Authorization: 'Bearer {access_token}' },
});
const quickActions = await response.json();

import requests

response = requests.get(
    'https://{{subdomain}}.api.showpad.com/v4/shared-spaces/{sharedSpaceId}/quick-actions',
    headers={'Authorization': 'Bearer {access_token}'}
)
quick_actions = response.json()

Example Response

{
  "count": 1,
  "items": [
    {
      "id": "QuickActionId",
      "title": "Schedule Meeting",
      "url": "https://calendly.com/your-link",
      "isInternal": false,
      "sharedSpaceExtension": {
        "id": "SharedSpaceExtensionId",
        "name": "Shared Space Calendar Extension",
        "description": "My Shared Space Calendar Extension",
        "icon": "https://some-png-icon.png"
      }
    }
  ]
}

Get Quick Action by ID

Retrieve a specific Quick Action:

Method	Endpoint	Description
`GET`	`/shared-spaces/{id}/quick-actions/{quickActionId}`	Returns the specified Quick Action.

Example Request

curl "https://{{subdomain}}.api.showpad.com/v4/shared-spaces/{sharedSpaceId}/quick-actions/{quickActionId}" \
  -H "Authorization: Bearer {access_token}"

Example Response

{
  "id": "QuickActionId",
  "title": "Schedule Meeting",
  "url": "https://calendly.com/your-link",
  "isInternal": false,
  "sharedSpaceExtension": {
    "id": "SharedSpaceExtensionId",
    "name": "Shared Space Calendar Extension",
    "description": "My Shared Space Calendar Extension",
    "icon": "https://some-png-icon.png"
  }
}

Update Quick Action

Update a Quick Action's properties:

Method	Endpoint	Description
`PATCH`	`/shared-spaces/{id}/quick-actions/{quickActionId}`	Modifies the specified Quick Action.

Example Request

cURL
JavaScript
Python

curl -X PATCH "https://{{subdomain}}.api.showpad.com/v4/shared-spaces/{sharedSpaceId}/quick-actions/{quickActionId}" \
  -H "Authorization: Bearer {access_token}" \
  -H "Content-Type: application/json" \
  -d '{"title": "Book a Demo Call"}'

const response = await fetch(
  'https://{{subdomain}}.api.showpad.com/v4/shared-spaces/{sharedSpaceId}/quick-actions/{quickActionId}',
  {
    method: 'PATCH',
    headers: {
      Authorization: 'Bearer {access_token}',
      'Content-Type': 'application/json',
    },
    body: JSON.stringify({ title: 'Book a Demo Call' }),
  }
);
const updatedAction = await response.json();

import requests

response = requests.patch(
    'https://{{subdomain}}.api.showpad.com/v4/shared-spaces/{sharedSpaceId}/quick-actions/{quickActionId}',
    headers={
        'Authorization': 'Bearer {access_token}',
        'Content-Type': 'application/json'
    },
    json={'title': 'Book a Demo Call'}
)
updated_action = response.json()

Example Response

{
  "id": "QuickActionId",
  "title": "Book a Demo Call",
  "url": "https://calendly.com/your-link",
  "isInternal": false,
  "sharedSpaceExtension": {
    "id": "SharedSpaceExtensionId",
    "name": "Shared Space Calendar Extension",
    "description": "My Shared Space Calendar Extension",
    "icon": "https://some-png-icon.png"
  }
}

Delete Quick Action

Permanently remove a Quick Action:

Method	Endpoint	Description
`DELETE`	`/shared-spaces/{id}/quick-actions/{quickActionId}`	Permanently removes the Quick Action.

Example Request

curl -X DELETE "https://{{subdomain}}.api.showpad.com/v4/shared-spaces/{sharedSpaceId}/quick-actions/{quickActionId}" \
  -H "Authorization: Bearer {access_token}"

Example Response

HTTP Status 204 No Content

Next steps

Now that you understand how to work with Quick Actions, explore these related topics:

CRM Recommendation Rules - Configure content recommendations based on CRM data
CRM Log History - Track CRM activity and content sharing
Shared Space Extensions - Build custom extensions for Quick Actions
Webhooks - Subscribe to Shared Space events for real-time updates

Was this page helpful?

When to use the API​

Quick Actions terminology​

Base endpoint​

Shared Spaces​

List Shared Spaces​

List of Shared Space Extensions​

Quick Actions​

Create Quick Action​

List of Quick Actions​

Get Quick Action by ID​

Update Quick Action​

Delete Quick Action​

Next steps​

When to use the API

Quick Actions terminology

Base endpoint

Shared Spaces

List Shared Spaces

List of Shared Space Extensions

Quick Actions

Create Quick Action

List of Quick Actions

Get Quick Action by ID

Update Quick Action

Delete Quick Action

Next steps