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 3,000+ apps to automate your work and find productivity super powers.

See Userflow on Zapier

Example use cases

  • Pass survey/NPS responses made in Userflow to other tools. E.g. post it on your CRM timeline, 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.

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).

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