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Connect Claude CodeEverything your agent can do with Userflow and Benetics
Triggers and actions 18 triggers · 30 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
New ProjectTriggers when a new project is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
Updated ProjectTriggers when a project is updated.
Trigger
Updated TaskTriggers when a task is updated.
Action
Add Plan VersionUpload a new version of a plan. POST /plans/{plan_id}/versions.
Action
Add Project MemberAdd a member to a project. POST /projects/{project_id}/members.
Action
Add TaskCreate a new task on a project. POST /projects/{project_id}/tasks.
Action
Create ProjectCreates a new project.
Action
Delete DocumentDelete a document. DELETE /projects/{project_id}/documents/{document_id}.
Action
Delete PlanDelete a plan. DELETE /plans/{plan_id}.
Action
Delete Plan VersionRemove one version of a plan from a project.
Action
Delete ProjectDelete a project. DELETE /projects/{project_id}.
Action
Delete Project MemberRemove a member from a project. DELETE /projects/{project_id}/members/{member_id}.
Action
Delete TaskDelete a task. DELETE /tasks/{task_id}.
Action
Document UploadUpload a document
Action
Get ProjectGet a single project by id. GET /projects/{project_id}.
Action
Get ReportGet a single report by id. GET /reports/{report_id}.
Action
Get TaskGet a single task by id. GET /tasks/{task_id}.
Action
List MembersList members of the organization. GET /members.
Action
List Project MembersList members assigned to a project. GET /projects/{project_id}/members.
Action
List ProjectsList projects in the organization. GET /projects.
Action
List ReportsList reports for a project. GET /projects/{project_id}/reports.
Action
List TasksList tasks for a project. GET /projects/{project_id}/tasks.
Action
Plan UploadUpload a plan
Action
Update DocumentUpdate a document's fields. PATCH /projects/{project_id}/documents/{document_id}.
Action
Update PlanUpdate a plan's fields. PATCH /plans/{plan_id}.
Action
Update ProjectUpdate a project's fields. PATCH /projects/{project_id}.
Action
Update TaskUpdate a task's fields. PATCH /tasks/{task_id}.
Action
Upload FileUploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.
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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