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What do you want Vouchsafe and Userflow to do together?
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Triggers and actions 16 triggers · 13 actions
Trigger
User Needs ReviewTriggers when a user could not be automatically verified, and needs your review.
Trigger
User VerifiedTriggers when a verification is automatically completed.
Action
Find addresses by postcodeSearch for addresses matching a given postcode. GET /api/v1/postcode-search (SearchPostcode).
Action
Get account detailRetrieve details for a specific monitored account (subject of an alert). GET /api/v1/accounts/{id} (GetAccountDetail).
Action
Get teamRetrieve details for a Vouchsafe team/workspace by ID. GET /api/v1/teams/{id} (GetTeam).
Action
Get verificationRetrieve a verification case's status and check results by ID. GET /api/v1/verifications/{id}.
Action
List verificationsList verification cases for the team. GET /api/v1/verifications.
Action
Perform smart lookupLook up and enrich identity details (e.g. email/phone) via Vouchsafe's smart lookup service. POST /api/v1/smart-lookups (PerformSmartLookup).
Action
Request VerificationStarts a verification session for an applicant, new user or customer.
Action
Toggle alertsEnable or disable proactive alert monitoring for an account. POST /api/v1/accounts/{id}/toggle-alerts (ToggleAlerts).
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.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.