Userflow and Salesflare

How to connect Userflow

Userflow is a user onboarding platform, which lets your whole team build customized in-app tours, checklists and surveys, without code.

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.

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.

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).