# Connect CATS and Userflow

When **Candidate Updated** fires in [CATS](https://apiant.ai/connections/cats), your agent runs **Create/Update User** in [Userflow](https://apiant.ai/connections/userflow), or **Checklist Completed** in Userflow to **Create a Contact** in CATS. Describe the whole flow and it is built, tested on every scenario and kept running.

CATS **14** triggers CATS **22** 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 CATS and Userflow to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 CATS and Userflow can do together

### From CATS to Userflow

- When **Candidate Updated** in CATS then **Create/Update User** in Userflow
- When **Company Status Changed** in CATS then **Track Event** in Userflow

### From Userflow to CATS

- When **Checklist Completed** in Userflow then **Create a Contact** in CATS
- When **Checklist Task Completed** in Userflow then **Create a Task** in CATS

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 CATS and Userflow

## Triggers and actions 28 triggers · 27 actions

- Trigger

**Candidate Updated**

Triggers when a candidate is updated in CATS.

- Trigger

**Company Status Changed**

Triggers when a company's status is changed in CATS.

- Trigger

**Company Updated**

Triggers when a company is updated in CATS.

- Trigger

**Contact Status Changed**

Triggers when a contact's status changes in CATS.

- Trigger

**Contact Updated**

Triggers when a contact is updated in CATS.

- Trigger

**Custom Trigger**

Triggers when the CATS event you choose fires (any record type: candidate, company, contact, job, pipeline, activity or user).

- Trigger

**Job Status Changed**

Triggers when a job's status changes in CATS, returning the job with its previous and new status ids.

- Trigger

**New Activity**

Triggers when a new activity (call, email, meeting, note) is logged in CATS.

- Trigger

**New Candidate**

Triggers when a new candidate is created in CATS.

- Trigger

**New Company**

Triggers when a new company is created in CATS.

- Trigger

**New Contact**

Triggers when a new contact is created in CATS.

- Trigger

**New Job**

Triggers when a new job order is created in CATS.

- Trigger

**New Pipeline**

Triggers when a candidate is added to a job's pipeline in CATS.

- Trigger

**Pipeline Updated**

Triggers when a pipeline (a candidate's placement on a job) is updated in CATS.

- Action

**Add Candidate to Pipeline**

Adds a candidate to a job's pipeline in CATS and returns the new pipeline record's id.

- Action

**Change Company Status**

Changes the status of a company in CATS, optionally choosing which status-change triggers fire.

- Action

**Change Contact Status**

Changes the status of a contact in CATS, optionally choosing which status triggers fire.

- Action

**Change Job Status**

Changes the status of a job in CATS, optionally choosing which status triggers fire.

- Action

**Create a Candidate**

Creates a new candidate record in CATS with contact details, address, pay, skills and custom field values.

- Action

**Create a Company**

Creates a new company record in CATS and returns its ID.

- Action

**Create a Contact**

Creates a contact in CATS linked to a company and owner, and returns the new contact's ID.

- Action

**Create a Job**

Creates a new job order in CATS and returns its ID.

- Action

**Create a Task**

Creates a task in CATS, optionally linked to a candidate, contact, company or job and assigned to a user.

- Action

**Find a Candidate**

Searches CATS candidates by a keyword such as a name or email and returns the matching candidate records.

- Action

**Find a Company**

Searches CATS companies by text and returns the matching companies.

- Action

**Find a Contact**

Searches CATS contacts by text and returns the matching contacts.

- Action

**Find a Job**

Searches CATS jobs by text and returns the matching jobs.

- Action

**Find a User**

Finds CATS users whose email, username or name matches the search term.

- Action

**Get Activity**

Returns a single CATS activity (call, email, meeting, note) by its ID, including the record it is logged against.

- Action

**Get Pipeline**

Returns a single pipeline — a candidate's placement on a job — including its status, workflow and rating.

- Action

**Get Task**

Returns a single CATS task by its ID, including its description, priority, due date, assignee, completion state and the record it concerns.

- Action

**Log Candidate Activity**

Logs an activity (call, email, meeting or other) against a candidate in CATS.

- Action

**Update Candidate**

Updates an existing candidate in CATS, including name, contact details, pay, availability and custom field values.

- Action

**Update Company**

Updates an existing company in CATS, including its name, owner, contact details, address and custom field values.

- Action

**Update Contact**

Updates an existing contact in CATS, including name, owner, company, title, contact details, address and custom field values.

- Action

**Update Pipeline**

Updates the rating of a candidate's pipeline record on a job in CATS.

- 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

- [ **CATS** CATS is an applicant tracking system. Manage the entire tracking process from posting jobs to leading job...](https://apiant.ai/connections/cats)
- [ **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 CATS

- [ **CATS to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cats-to-hubspot)
- [ **CATS to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cats-to-salesforce)
- [ **CATS to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cats-to-slack)
- [ **CATS to Google Sheets** Google Sheets](https://apiant.ai/connect/cats-to-google-sheets)
- [ **CATS to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cats-to-gmail)
- [ **CATS to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cats-to-google-calendar)

## 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](https://apiant.ai/connect/google-sheets-to-userflow)

Questions

## CATS and Userflow, answered

###

### What can start an automation from CATS?

Any of CATS's 14 triggers in the catalog, including Candidate Updated, Company Status Changed, Company Updated and Contact Status Changed. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Userflow when something happens in CATS?

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 CATS?

Yes. When something happens in Userflow, your agent can act in CATS too. This page covers both directions: Userflow's triggers and CATS's actions are listed here as well.

###

### Do I have to build a connector for CATS 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.

###

### 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.
