Userflow and Salesflare
How to connect Userflow
- Via Zapier — 21 operations available. Set it up ↗
What you can automate
- When checklist Task Completed in Userflow, create task in Salesflare.
About Userflow
Userflow is a user onboarding platform, which lets your whole team build customized in-app tours, checklists and surveys, without code.
Userflow operations on Zapier
Triggers (14)
Start a workflow when this happens
- 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.
Show 9 more triggers
- 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 (5)
Things Salesflare can make it do
- Create/Update Group — Updates (or creates) a group (company/account/tenant/organization).
- Create/Update User — Updates (or creates) a user.
- Find or Create 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 or Create 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).
- Track Event — Tracks an event for a user/group.
Searches (2)
Look up existing records
- 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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