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Triggers and actions 20 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
New Document Export FailedTriggered when Parseur fails to export a document to its destination.
Trigger
New Document Not ProcessedTriggered when Parseur receives a document it cannot extract data from, so you can follow it up.
Trigger
New Document ProcessedTriggered when Parseur finishes extracting data from a document, with the extracted fields.
Trigger
New Document Processed (With List Items)Triggered when Parseur finishes extracting data from a document, including any table or list fields it found (line items, rows).
Trigger
New MailboxTriggers when a new mailbox is created in your Parseur account. Returns the mailbox's name, email prefix, AI engine and document counts.
Trigger
New Table Field ProcessedTriggers once for every row of a table or list field when Parseur finishes processing a document. Returns the row's values along with the document and mailbox it came from.
Action
Create DocumentSends text or HTML content to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID.
Action
Create Document From FileUploads a file (PDF, DOCX, image and so on) to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID.
Action
Delete DocumentDeletes a document from Parseur by its ID.
Action
Delete MailboxDeletes a Parseur mailbox and everything in it. This cannot be undone.
Action
Get DocumentReturns one document from Parseur by its ID, including its processing status and the data Parseur extracted from it.
Action
Get MailboxReturns one Parseur mailbox by its ID, with its email address, document counts and settings.
Action
List DocumentsReturns the documents in Parseur, optionally narrowed to one mailbox or one processing status.
Action
List MailboxesReturns the mailboxes in your Parseur account, with the email address to send documents to and how many documents each holds.
Action
Reprocess DocumentSends an existing document back through parsing, for example after you update its template. Returns the document's ID, name and processing status.
Action
Update MailboxUpdates a Parseur mailbox's settings. Only the values you supply are changed — anything you leave blank keeps its current setting.
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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