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Triggers and actions 23 triggers · 22 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 Invoice EventTriggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).
Trigger
New Payment EventTriggers when a payment event occurs (created, authorised need, success, cancelled, or failure).
Trigger
New Refund EventTriggers when a refund event occurs (created, success, failure, cancelled, or reversed).
Trigger
New Subscription ActivatedTriggers when a subscription becomes active.
Trigger
New Subscription EventTriggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).
Trigger
New Subscription Onetime Addon EventTriggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).
Trigger
New Subscription Pending Update EventTriggers when a subscription pending update event occurs (create, success, or cancelled).
Trigger
New User EventTriggers when a user event occurs (created, updated, metric update, or subscription update).
Trigger
New User Plan ChangeTriggers when a user subscription or subscription change occurs.
Action
Add Discount CodeCreate a new discount/promo code. Endpoint: POST /merchant/discount/new (New Discount Code).
Action
Add InvoiceCreate a new invoice. Endpoint: POST /merchant/invoice/new (New Invoice).
Action
Add PaymentRecord/create a new payment. Endpoint: POST /merchant/payment/new (New Payment).
Action
Add PlanCreate a new subscription plan. Endpoint: POST /merchant/plan/new (Create Plan).
Action
Add ProductCreate a new product. Endpoint: POST /merchant/product/new (Create Product).
Action
Add SubscriptionCreate a new subscription for a user against a plan. Endpoint: POST /merchant/subscription/new (Create Subscription).
Action
Add UserCreate a new customer/user record in UniBee. Endpoint: POST /merchant/user/new (New User).
Action
Cancel SubscriptionCancel a subscription immediately. Endpoint: POST /merchant/subscription/cancel (Cancel Subscription Immediately).
Action
Get InvoiceFetch a single invoice's detail by invoice id. Endpoint: GET /merchant/invoice/detail (Invoice Detail).
Action
Get PaymentFetch a single payment's detail by payment id. Endpoint: GET /merchant/payment/detail (Payment Detail).
Action
Get PlanFetch a single plan's detail by plan id. Endpoint: GET /merchant/plan/detail (Plan Detail).
Action
Get SubscriptionFetch a single subscription's detail by subscription id. Endpoint: GET /merchant/subscription/detail (Subscription Detail).
Action
Get UserFetch a single user's profile by user id. Endpoint: GET /merchant/user/profile (Get User Profile).
Action
List Discount CodesList discount codes with pagination/filters. Endpoint: GET /merchant/discount/list (Get Discount Code List).
Action
List ProductsList products with pagination/filters. Endpoint: GET /merchant/product/list (Get Product List).
Action
List UsersList/search customer users with pagination. Endpoint: GET /merchant/user/list (User List).
Action
Update UserUpdate an existing user's profile fields. Endpoint: POST /merchant/user/update_profile (Update User Profile).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.