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Triggers and actions 21 triggers · 29 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 ClientTriggers when a new client is added to a workspace.
Trigger
New ProjectTriggers when a new project is added to a workspace.
Trigger
New TagTriggers when a new tag is added to a workspace.
Trigger
New TaskTriggers when a new task is added to a project on a specified workspace.
Trigger
New Time EntryTriggers when a new time entry is added.
Trigger
New Timer StartedTriggers when a new entry is started and running.
Trigger
New WorkspaceTriggers when a new workspace is created.
Action
Create ClientCreates a client on a specified workspace.
Action
Create ProjectCreates a project on a specified workspace.
Action
Create TagCreates a tag on a specified workspace.
Action
Create TaskCreates a task on a specified project.
Action
Create Time EntryCreates a new time entry on a specified workspace.
Action
Delete ClientDelete a client from a workspace. DELETE /v1/workspaces/{workspaceId}/clients/{id}
Action
Delete ProjectDelete a project from a workspace. DELETE /v1/workspaces/{workspaceId}/projects/{projectId}
Action
Delete TagDelete a tag from a workspace. DELETE /v1/workspaces/{workspaceId}/tags/{id}
Action
Delete TaskDelete a task from a project. DELETE /v1/workspaces/{workspaceId}/projects/{projectId}/tasks/{taskId}
Action
Delete Time EntryDelete a time entry from a workspace. DELETE /v1/workspaces/{workspaceId}/time-entries/{id}
Action
Find ClientFinds a client by name on a specified workspace.
Action
Find ProjectFinds a project by name on a specified workspace.
Action
Find Running TimerFinds a currently running time entry on a specified workspace.
Action
Find TagFinds a tag on a specified workspace.
Action
Find TaskFinds a task by name on a specified project and workspace.
Action
Find Time EntryFinds a time entry by description, start datetime or end datetime.
Action
List WorkspacesList all workspaces the authenticated user belongs to. GET /v1/workspaces
Action
Start TimerStarts a new time entry.
Action
Stop TimerStops currently running time entry on a specified workspace.
Action
Update ClientUpdate a client's name/note/archived status. PUT /v1/workspaces/{workspaceId}/clients/{id}
Action
Update ProjectUpdate a project's name/color/client/billable status/dates. PUT /v1/workspaces/{workspaceId}/projects/{projectId}
Action
Update TagUpdate a tag's name/archived status on a workspace. PUT /v1/workspaces/{workspaceId}/tags/{id}
Action
Update TaskUpdate a task's name/status/assignee/estimate on a project. PUT /v1/workspaces/{workspaceId}/projects/{projectId}/tasks/{taskId}
Action
Update Time EntryUpdate a time entry's start/end/description/project/task/billable/tags on a workspace. PUT /v1/workspaces/{workspaceId}/time-entries/{id}
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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