--- title: "Connect awork and Userflow - APIANT.ai" description: "When \"New Client\" fires in awork, your agent runs \"Create/Update User\" in Userflow, or \"Checklist Completed\" in Userflow to \"Create Project Task\" in awork." canonical: "https://apiant.ai/connect/awork-to-userflow" --- # Connect awork and Userflow When **New Client** fires in [awork](https://apiant.ai/connections/awork), your agent runs **Create/Update User** in [Userflow](https://apiant.ai/connections/userflow), or **Checklist Completed** in Userflow to **Create Project Task** in awork. Describe the whole flow and it is built, tested on every scenario and kept running. awork **8** triggers awork **21** actions Userflow **14** triggers Userflow **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want awork and Userflow to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What awork and Userflow can do together ### From awork to Userflow - When **New Client** in awork then **Create/Update User** in Userflow - When **New Project** in awork then **Track Event** in Userflow ### From Userflow to awork - When **Checklist Completed** in Userflow then **Create Project Task** in awork - When **Checklist Task Completed** in Userflow then **Update Project Task** in awork Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with awork and Userflow ## Triggers and actions 22 triggers · 26 actions - Trigger **New Client** Fires when a new company/client is created in awork. Poll/webhook on companies resource creation event. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Task** Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks. - Trigger **New Time Entry** Triggers when a new time entry is created. - Trigger **Updated Client** Fires when an existing company/client is updated in awork. Poll/webhook on companies resource update event. - Trigger **Updated Project** Fires when a project is updated in the awork workspace. - Trigger **Updated Task** Triggers when a task is updated. The trigger only fires for tasks with a project assigned, not for private tasks. - Trigger **Updated Time Entry** Triggers when a time entry is updated. - Action **Create Client** Creates a client (company) in awork and returns the created company. - Action **Create Project** Creates a new project. - Action **Create Project Task** Creates a task in an awork project. - Action **Create Time Entry** Creates a time entry for a user, optionally against a project/task, using startDateUtc+duration or startDateUtc+endDateUtc. - Action **Delete Client** Deletes a client (company) in awork, optionally moving, detaching or deleting its linked projects and tasks. - Action **Delete Project** Deletes an awork project and its tasks, optionally deleting its time entries too. - Action **Delete Project Task** Deletes an awork task by id. - Action **Delete Time Entry** Deletes a time entry in awork. - Action **Find Project Tasks by criteria** Returns up to 100 tasks of a project that match the specified filter criteria. - Action **Find Time Entries by criteria** Returns up to 100 time entries in the workspace that match the specified filter criteria. - Action **Get Client by ID** Finds a client by id - Action **Get Project by ID** Finds a project by id - Action **Get Task by ID** Returns a single awork task (project or private task) by its id, including status, assignees, project, tags, lists and custom field values. - Action **Get Time Entry** Returns a single awork time entry by its id, including its task, project, user, type of work and breaks. - Action **Search Clients** Returns up to 100 clients (companies) whose name contains the specified text. - Action **Search Projects** Returns up to 100 projects whose name contains the specified text, optionally narrowed by an additional filter. - Action **Search Users by Email** Returns the awork users whose contact information includes the specified email address. - Action **Update Client** Updates an existing client (company) by ID. Fields left blank keep their current values. - Action **Update Project** Updates fields (name, status, workflow, etc) on an existing awork project. - Action **Update Project Task** Updates fields (name, status, assignee, due date, etc) on an existing awork task. - Action **Update Time Entry** Updates an existing awork time entry: its times or duration, type of work, project, task, note and billing flags. - Trigger **Checklist Completed** Triggered when a user finishes every task in a Userflow checklist. - Trigger **Checklist Dismissed/Ended** Triggered when a Userflow checklist ends for a user — because they dismissed it, it was completed, or it stopped applying to them. The reason is in checklist_end_reason. - Trigger **Checklist Started** Triggered when a user starts a Userflow checklist. Why it started is in checklist_start_reason. - Trigger **Checklist Task Completed** Triggered when a user completes a single task inside a Userflow checklist. - Trigger **Event Tracked** Triggered when Userflow tracks an event for a user — either your own custom events or Userflow's own flow and checklist events. Name one event to watch, or leave it blank to fire for all of them. - Trigger **Flow Completed** Triggered when a user completes a Userflow flow by reaching its goal step. - Trigger **Flow Dismissed/Ended** Triggered when a Userflow flow ends for a user — because they dismissed it, finished it, or it stopped applying. The reason is in flow_end_reason. - Trigger **Flow Started** Triggered when a user starts a Userflow flow. Why it started is in flow_start_reason. - Trigger **Group Created/Updated** Triggered when a group (a company or account) is created or changed in Userflow. - Trigger **Launcher Activated** Triggered when a user clicks a Userflow launcher (a beacon, button or hotspot) to open it. - Trigger **Launcher Dismissed** Triggered when a user dismisses a Userflow launcher (a beacon, button or hotspot). - Trigger **Launcher Seen** Triggered when a Userflow launcher (a beacon, button or hotspot) is shown to a user. - Trigger **Question Answered** Triggered when a user answers a question in a Userflow flow — a survey, NPS or rating step. The answer arrives as text, a number, or a list depending on the question type. - Trigger **User Created/Updated** Triggered when a user is created or changed in Userflow. - Action **Create/Update Group** Creates a group (a company or account) in Userflow, or updates it if a group with that ID already exists. Only the attributes you send are changed. - Action **Create/Update User** Creates a user in Userflow, or updates them if a user with that ID already exists. Only the attributes you send are changed. Optionally adds the user to a group. - Action **Find Group** Finds groups (companies or accounts) in Userflow by name. Userflow's API cannot filter on the server, so this reads up to 300 groups and matches them here; leave the name blank to just list them. - Action **Find User** Finds users in Userflow by email or name. Userflow's API cannot filter on the server, so this reads up to 300 users and matches them here; leave both fields blank to just list them. - Action **Track Event** Tracks an event for a user in Userflow, so you can use it to start flows or checklists and to segment users. ## Each app on its own - [ **awork** Intelligent projects, tasks and time tracking for your project business.](https://apiant.ai/connections/awork) - [ **Userflow** Userflow is a user onboarding platform, which lets your whole team build customized in-app tours, checklists...](https://apiant.ai/connections/userflow) Reviews ## What our customers say ## More from awork - [ **awork to agilite** Low-code platform providing BPM, business rules, roles, and API-key managed services for workflow automation.](https://apiant.ai/connect/awork-to-agilite) - [ **awork to Vouchery.io** Vouchery is an all-in-one promotional suite to help you orchestrate & deliver the right incentive at every...](https://apiant.ai/connect/awork-to-vouchery-io) - [ **awork to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/awork-to-hubspot) - [ **awork to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/awork-to-salesforce) - [ **awork to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/awork-to-slack) - [ **awork to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/awork-to-google-sheets) ## More into Userflow - [ **Agile CRM to Userflow** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connect/agile-crm-to-userflow) - [ **Telegram to Userflow** Telegram is a cloud-based instant messaging and voice over IP service developed by Telegram Messenger LLP.](https://apiant.ai/connect/telegram-to-userflow) - [ **HubSpot to Userflow** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-userflow) - [ **Salesforce to Userflow** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-userflow) - [ **Slack to Userflow** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-userflow) - [ **Google Sheets to Userflow** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-userflow) Questions ## awork and Userflow, answered ### ### What can start an automation from awork? Any of awork's 8 triggers in the catalog, including New Client, New Project, New Task and New Time Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Userflow when something happens in awork? Any of Userflow's 5 actions, including Create/Update Group, Create/Update User, Find Group and Find User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Userflow to awork? Yes. When something happens in Userflow, your agent can act in awork too. This page covers both directions: Userflow's triggers and awork's actions are listed here as well. ### ### Do I have to build a connector for awork or Userflow? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use awork and Userflow without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.