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What do you want Userflow and Apollo to do together?
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Triggers and actions 18 triggers · 15 actions
Trigger
Checklist CompletedTriggered when a user finishes every task in a Userflow checklist.
Trigger
Checklist Dismissed/EndedTriggered 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 StartedTriggered when a user starts a Userflow checklist. Why it started is in checklist_start_reason.
Trigger
Checklist Task CompletedTriggered when a user completes a single task inside a Userflow checklist.
Trigger
Event TrackedTriggered 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 CompletedTriggered when a user completes a Userflow flow by reaching its goal step.
Trigger
Flow Dismissed/EndedTriggered 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 StartedTriggered when a user starts a Userflow flow. Why it started is in flow_start_reason.
Trigger
Group Created/UpdatedTriggered when a group (a company or account) is created or changed in Userflow.
Trigger
Launcher ActivatedTriggered when a user clicks a Userflow launcher (a beacon, button or hotspot) to open it.
Trigger
Launcher DismissedTriggered when a user dismisses a Userflow launcher (a beacon, button or hotspot).
Trigger
Launcher SeenTriggered when a Userflow launcher (a beacon, button or hotspot) is shown to a user.
Trigger
Question AnsweredTriggered 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/UpdatedTriggered when a user is created or changed in Userflow.
Action
Create/Update GroupCreates 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 UserCreates 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 GroupFinds 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 UserFinds 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 EventTracks an event for a user in Userflow, so you can use it to start flows or checklists and to segment users.
Trigger
Account UpdatedPolls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
Contact UpdatedPolls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
New AccountPolls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
New ContactPolls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger.
Action
Create AccountAn Account is a company that your team has added to Apollo.
Action
Create ContactA Contact is a person your team has added to Apollo.
Action
Create DealDeals are records that you can use to track possible opportunities with your prospective customers.
Action
Create TaskCreates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact).
Action
Find ContactFind a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first.
Action
Find DealReturns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals.
Action
Find TaskReturns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks.
Action
Update AccountUpdate an existing Account.
Action
Update ContactUpdate an already existing Contact.
Action
Update DealUpdate an already existing Deal.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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