Zapier
Zapier is tool that allows its users to easily connect and automate the apps they use.
The Userflow-Zapier integration enables you to instantly connect Userflow with 5,000+ apps to automate your work and find productivity super powers.
Example use cases
- Pass survey/NPS responses made in Userflow to other tools. E.g. add it to companies/contacts in your CRM, or post it in a shared Slack channel.
- Pass events, such as when flows are completed, to other providers, such as your marketing/email automation tools.
- Update user details in Userflow, when the user’s info changes in another system such as your CRM and use it to trigger flows.
- Trigger workflows in a CRM/Customer Success Platform based on Userflow events or vice versa.
Triggers
Triggers are what starts a Zap. You could, for example start a Zap when a user is created.
| Trigger name | Description |
|---|---|
| Checklist Completed | Triggers when a user has completed all tasks in a checklist. |
| Checklist Dismissed/Ended | Triggers when a user dismisses a checklist. |
| Checklist Started | Triggers when a checklist is started for a user. |
| Checklist Task Completed | Triggers when a user completes a checklist task. |
| Event Tracked | Triggers when an event is tracked in Userflow. |
| Flow Completed | Triggers when a flow is completed by a user by reaching a goal step. If the flow has any survey questions, the answers will be provided. |
| Flow Dismissed/Ended | Triggers when a flow a dismisses a flow or it automatically ends. If the flow has any survey questions, the answers will be provided. |
| Flow Started | Triggers when a flow is started for a user. |
| Group Created/Updated | Triggers when a group (company/account/tenant/organization) is updated (or created) in Userflow. |
| Launcher Activated | Triggers when a user activates (i.e. clicks or hovers over) a launcher. |
| Launcher Dismissed | Triggers when a launcher is dismissed for a user. |
| Launcher Seen | Triggers when a user sees a launcher. |
| Question Answered | Triggers when a user answers a single question in a flow. |
| User Created/Updated | Triggers when a user is updated (or created) in Userflow. |
Actions
Actions can be used in steps after a trigger in a Zap. You could, for example start a trigger when a contact is created in your CRM, and then in step 2 update a user in Userflow.
| Action name | Description |
|---|---|
| Create/Update Group | Updates (or creates) a group (company/account/tenant/organization). |
| Create/Update User | Updates (or creates) a user. |
| Track Event | Tracks an event for a user/group. |
Searches
Searches can be used in steps like actions, but are typically read-only. You can use them to look up information in Userflow, which can be used in later steps. Example: When a flow is dismissed, look up the user’s groups, before passing all the information on to some other provider.
| Search name | Description |
|---|---|
| Find Group | Finds an existing group (company/account/tenant/organization). You can filter by group ID, or by user ID to find groups that this user is a member of. |
| Find User | Finds an existing user. You can filter by user ID or email, or by group ID to find all users in a group (company/account/tenant/organization). |
