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Triggers and actions 14 triggers · 20 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.
Action
Add comment to taskAdds a comment to a task. POST /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}/comment-only
Action
Add mailboxCreates a new mailbox with default settings. POST /{account_id}/mailboxes
Action
Add projectCreates a new project. POST /{account_id}/internal-projects
Action
Add taskCreates a new task in a project. POST /{account_id}/internal-projects/{internal_project_id}/tasks
Action
Delete taskPermanently deletes a task. DELETE /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}
Action
Find tasksReturns a list of tasks matching search criteria. GET /{account_id}/tasks/search or POST /{account_id}/search/tasks
Action
Get mailboxReturns details of a mailbox including members and reply signature. GET /{account_id}/mailboxes/{mailbox_id}
Action
Get projectReturns project details (name, favorited, members). GET /{account_id}/internal-projects/{internal_project_id}
Action
Get taskGets the details of a task. GET /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}
Action
List accountsReturns the accounts the user has access to. GET /accounts
Action
List mailboxesReturns mailbox ID/name pairs the user has access to. GET /{account_id}/mailboxes/for-selection
Action
List projectsReturns project ID/name pairs the user has access to. GET /{account_id}/internal-projects/for-selection
Action
List workflowsReturns all published workflows available for an account. GET /{account_id}/workflows/for-selection
Action
Update task statusUpdates the status for a task. PUT /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}/status
Action
Upload fileUploads a file and returns the ID of the file. POST /{account_id}/files/upload
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.