Userflow and Salesflare

How to connect Userflow

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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