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Integrate Userflow with your AI CRM

User onboarding software. Build product tours, checklists and more. No coding needed.

Explore Triggers and Actions

Create or Update a Group

Tool to create a new group or update an existing group (also referred to as companies in the Userflow UI). Use when you need to create a new group or update attributes of an existing group by providing the group ID.

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Create or Update a User

Create or update a Userflow user by ID, merging supplied attributes for an existing user. The request can also assign groups and, when membership pruning is enabled, remove existing memberships omitted from the supplied list.

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Delete a Content Session

Tool to permanently delete a content session including its associated progress and survey answers. Use when you need to remove a content session from the system. This action cannot be undone. This operation is idempotent and will succeed even if the content session already doesn't exist.

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Delete a Group

Tool to permanently delete a group including all their attributes, memberships and events. Use when you need to remove a group from the system. This action cannot be undone, but users who were members of the group will remain intact. This operation is idempotent and will succeed even if the group already doesn't exist.

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Delete a User

Tool to permanently delete a user including all their attributes, memberships, events and flow history. Use when you need to remove a user from the system. This action cannot be undone, but groups that the user was a member of will remain intact. This operation is idempotent and will succeed even if the user already doesn't exist.

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Get a Content Object

Tool to retrieve details of a specific content object (flow, checklist, or launcher) by ID. Use when you need to get information about a single content object, including its draft and published versions.

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Get a Content Version

Retrieve a specific content version by ID, including its version metadata. Questions and checklist tasks are not expanded by this tool.

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Get a Group

Tool to retrieve details of a specific group (company) by group_id. Use when you need to get information about a group including their attributes, creation timestamp, and optionally expanded relationships like memberships and users. Note: Groups are called 'Companies' in the Userflow UI, but the API uses 'groups' terminology.

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Get a User

Tool to retrieve details of a specific user by user_id. Use when you need to get information about a user including their attributes, creation timestamp, and optionally expanded relationships like memberships and groups.

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List Attribute Definitions

List Userflow attribute definitions for users, groups, group memberships, and events. Definitions are automatically created when new attributes are sent.

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List Content

Tool to retrieve all content (flows, checklists, and launchers) in your Userflow account. Use when you need to check what content is available for users to start in your application.

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List Content Sessions

List content sessions tracking user journeys through flows, checklists, or launchers, including their progress. Results can be filtered by content ID and paginated.

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List Content Versions

List versions of a specified content object to inspect its version history. Results are paginated; survey questions and checklist tasks are not expanded by this tool.

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List Event Definitions

Tool to retrieve all event definitions tracked in Userflow. Use when you need to see what events are being tracked. Event definitions are automatically created when new events are tracked.

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List Groups

Tool to retrieve all groups (companies) in your Userflow account with pagination and filtering support. Use when you need to list groups or search for specific groups based on attributes. Note: Groups are called 'Companies' in the Userflow UI.

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List Users

Retrieve a paginated list of users with optional attribute filtering and requests to expand related objects such as memberships and groups.

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Remove a User from a Group

Tool to remove a user from a group (group membership). Use when you need to revoke a user's membership in a specific group. This operation is idempotent and will succeed even if the user is not already a member of the group.

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Track an Event

Tool to record a custom event for a user or group for analytics and personalization. Use when you need to track user actions or behaviors. Events can be associated with just a user, just a group, or both a user and a group.

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How the Userflow integration works

The Userflow integration connects your Dench AI CRM directly to Userflow, so agents can read and act on your Userflow data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

18 actions are available for agents to invoke on your behalf. Every call runs through Userflow's own authorization, scoped to the account you connect.

Set up Userflow in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Userflow and click Connect — you'll authorize access through Userflow's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Userflow in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Userflow integration work with Dench?

The Dench Userflow integration connects your AI CRM to Userflow, so AI agents can work with your Userflow data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Userflow via Dench?

The Userflow integration currently exposes 18 actions, including Create or Update a Group, Create or Update a User, Delete a Content Session, Delete a Group, Delete a User, and Get a Content Object. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Userflow to Dench?

No. You connect Userflow from your Dench workspace using Userflow's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Userflow integration secure?

Connections are authorized through Userflow's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Userflow connection from your workspace settings at any time.

Userflow | Dench AI CRM