Connect Userflow to Alegra

Both apps 39Userflow 19Alegra 20

• 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.

• Trigger
  New Contact

  Triggers when a new contact is created in your Alegra account.

• Trigger
  New Estimate

  Triggers when a new quote (estimate) is created in your Alegra account.

• Trigger
  New Invoice

  Triggers when a new sales invoice is created in your Alegra account.

• Trigger
  New Item

  Triggers when a new product or service is created in your Alegra account.

• Action
  Create Contact

  Creates a contact (client or provider) in your Alegra account. Returns the created contact.

• Action
  Create Contact in Colombia

  Creates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact.

• Action
  Create Tax

  Creates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.

• Action
  Find Contact

  Searches the contacts in your Alegra account by name or identification. Returns the matching contacts.

• Action
  Find Contact in Argentina

  Searches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.

• Action
  Find Contact in Chile

  Searches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.

• Action
  Find Contact in Colombia

  Searches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.

• Action
  Find Contact in Costa Rica

  Searches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts.

• Action
  Find Contact in Mexico

  Searches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.

• Action
  Find Contact in Panama

  Searches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.

• Action
  Find Contact in Peru

  Searches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.

• Action
  Find Invoice

  Searches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.

• Action
  Find Item

  Searches the products and services in your Alegra account. Returns the matching items.

• Action
  Find Tax

  Finds a tax in your Alegra account by name. Returns the matching tax and its id.

• Action
  Update Contact

  Updates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.

• Action
  Update Contact in Colombia

  Updates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.