--- title: "Connect Userflow to Posh - APIANT.ai" description: "When \"Checklist Completed\" fires in Userflow, your agent runs \"Add message note\" in Posh." canonical: "https://apiant.ai/connect/userflow-to-posh" --- # Connect Userflow to Posh When **Checklist Completed** fires in [Userflow](https://apiant.ai/connections/userflow), your agent runs **Add message note** in [Posh](https://apiant.ai/connections/posh). Describe the whole flow and it is built, tested on every scenario and kept running. Userflow **14** triggers Userflow **5** actions Posh **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Userflow and Posh to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Userflow can start in Posh - When **Checklist Completed** in Userflow then **Add message note** in Posh - When **Checklist Task Completed** in Userflow then **Create Contact** in Posh Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Userflow and Posh ## Triggers and actions 14 triggers · 17 actions - Trigger **Checklist Completed** Triggered when a user finishes every task in a Userflow checklist. - Trigger **Checklist Dismissed/Ended** Triggered 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 Started** Triggered when a user starts a Userflow checklist. Why it started is in checklist_start_reason. - Trigger **Checklist Task Completed** Triggered when a user completes a single task inside a Userflow checklist. - Trigger **Event Tracked** Triggered 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 Completed** Triggered when a user completes a Userflow flow by reaching its goal step. - Trigger **Flow Dismissed/Ended** Triggered 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 Started** Triggered when a user starts a Userflow flow. Why it started is in flow_start_reason. - Trigger **Group Created/Updated** Triggered when a group (a company or account) is created or changed in Userflow. - Trigger **Launcher Activated** Triggered when a user clicks a Userflow launcher (a beacon, button or hotspot) to open it. - Trigger **Launcher Dismissed** Triggered when a user dismisses a Userflow launcher (a beacon, button or hotspot). - Trigger **Launcher Seen** Triggered when a Userflow launcher (a beacon, button or hotspot) is shown to a user. - Trigger **Question Answered** Triggered 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/Updated** Triggered when a user is created or changed in Userflow. - Action **Create/Update Group** Creates 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 User** Creates 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 Group** Finds 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 User** Finds 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 Event** Tracks an event for a user in Userflow, so you can use it to start flows or checklists and to segment users. - Action **Add blocked number** Adds a phone number to a Posh account's block list. - Action **Add calendar event** Adds a new event to your Posh calendar, optionally recurring. - Action **Add message note** Adds a note to a Posh message. - Action **Create Contact** Creates a contact in Posh, optionally with an email address and a phone number. - Action **Create Email Assist** Submits an email assist request asking the Posh receptionist team to handle a task for you. - Action **Delete contact** Deletes a contact from your Posh account. - Action **Get account** Returns a Posh account record, including its billing details, phone numbers, invoices and users. - Action **List calendar events** Returns the signed-in user's calendar events, optionally limited to a start and end date range. - Action **List contacts** Returns all contacts of the signed-in Posh user, including their contact methods. - Action **List messages** Returns messages taken for you (and optionally an account or location) within a date range, plus text conversations. - Action **Send SMS** Sends an SMS text message from one of your Posh phone numbers to a destination number. - Action **Update contact** Updates an existing contact's name, title or business. ## Each app on its own - [ **Userflow** Userflow is a user onboarding platform, which lets your whole team build customized in-app tours, checklists...](https://apiant.ai/connections/userflow) - [ **Posh** Posh is a virtual receptionist service.](https://apiant.ai/connections/posh) Reviews ## What our customers say ## More from Userflow - [ **Userflow to Visual Crossing** Global historical and weather forecast data](https://apiant.ai/connect/userflow-to-visual-crossing) - [ **Userflow to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/userflow-to-zoom) - [ **Userflow to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/userflow-to-webflow) - [ **Userflow to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/userflow-to-wix) - [ **Userflow to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/userflow-to-linkedin) - [ **Userflow to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/userflow-to-facebook) ## More into Posh - [ **HubSpot to Posh** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-posh) - [ **Salesforce to Posh** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-posh) - [ **Slack to Posh** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-posh) - [ **Google Sheets to Posh** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-posh) - [ **Gmail to Posh** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-posh) - [ **Google Calendar to Posh** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-posh) Questions ## Userflow and Posh, answered ### ### What can start an automation from Userflow? Any of Userflow's 14 triggers in the catalog, including Checklist Completed, Checklist Task Completed, Flow Completed and Group Created/Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Posh when something happens in Userflow? Any of Posh's 12 actions, including Create Contact, Create Email Assist, Send SMS and Update contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Posh to Userflow? Posh has no triggers in the catalog today, so automations start in Userflow. If you need the other direction, ask: your agent reads Posh's API documentation and adds it. ### ### Do I have to build a connector for Userflow or Posh? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Userflow and Posh without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.