--- title: "Connect Previsto and Userflow - APIANT.ai" description: "When \"Completed Assignment\" fires in Previsto, your agent runs \"Create/Update User\" in Userflow." canonical: "https://apiant.ai/connect/previsto-to-userflow" --- # Connect Previsto and Userflow When **Completed Assignment** fires in [Previsto](https://apiant.ai/connections/previsto), your agent runs **Create/Update User** in [Userflow](https://apiant.ai/connections/userflow), or **Checklist Completed** in Userflow to **Create Contact** in Previsto. Describe the whole flow and it is built, tested on every scenario and kept running. Previsto **5** triggers Previsto **13** 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 Previsto 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 Previsto and Userflow can do together ### From Previsto to Userflow - When **Completed Assignment** in Previsto then **Create/Update User** in Userflow - When **Created Agreement** in Previsto then **Track Event** in Userflow ### From Userflow to Previsto - When **Checklist Completed** in Userflow then **Create Contact** in Previsto - When **Checklist Task Completed** in Userflow then **Update contact** in Previsto 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 Previsto and Userflow ## Triggers and actions 19 triggers · 18 actions - Trigger **Completed Assignment** Triggers when an assignment is marked as completed in Previsto. - Trigger **Created Agreement** Triggers when a new service agreement is created in Previsto. - Trigger **Created Assignment** Triggers when a new assignment is created in Previsto. - Trigger **Created Contact** Triggers when a new contact is created in your Previsto account, and hands on that contact's details. - Trigger **Updated Contact** Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details. - Action **Create Agreement** Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats. - Action **Create Assignment** Creates an assignment in Previsto for a customer and returns the created assignment. - Action **Create Contact** Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id. - Action **Delete agreement** Deletes a service agreement from Previsto. - Action **Delete assignment** Deletes an assignment from Previsto. - Action **Delete contact** Deletes a contact from Previsto. - Action **Get account** Returns a single Previsto account, including its contact details, roles and location. - Action **Get agreement** Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact. - Action **Get assignment** Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers. - Action **Get contact** Returns a single Previsto contact, including its address, billing settings and notification preferences. - Action **List contacts** Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state. - Action **Update agreement** Updates a service agreement in Previsto and returns the updated agreement. - Action **Update contact** Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information. - 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 - [ **Previsto** Previsto is a route planning tool for tasks and service agreements.](https://apiant.ai/connections/previsto) - [ **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 Previsto - [ **Previsto to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/previsto-to-salesforce) - [ **Previsto to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/previsto-to-slack) - [ **Previsto to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/previsto-to-stripe) - [ **Previsto to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/previsto-to-shopify) - [ **Previsto to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/previsto-to-quickbooks-online) - [ **Previsto to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/previsto-to-trello) ## 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 ## Previsto and Userflow, answered ### ### What can start an automation from Previsto? Any of Previsto's 5 triggers in the catalog, including Completed Assignment, Created Agreement, Created Assignment and Created Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Userflow when something happens in Previsto? 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 Previsto? Yes. When something happens in Userflow, your agent can act in Previsto too. This page covers both directions: Userflow's triggers and Previsto's actions are listed here as well. ### ### Do I have to build a connector for Previsto 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 Previsto 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.