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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

Tool to create a new user or update an existing user in Userflow. Use when you need to synchronize user data from your back-end to Userflow. If the user ID exists, attributes will be merged; otherwise a new user is created.

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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

Tool to retrieve details of a specific content version by ID. Use when you need to get information about a versioned content object, including its questions (for surveys) or tasks (for checklists).

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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

Tool to retrieve all attribute definitions for users and groups tracked by Userflow. Use when you need to see what attributes are being tracked. Attribute 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

Tool to retrieve all content sessions tracking user interactions with content. Use when you need to see user journeys through flows, checklists, or launchers, including their progress and survey answers.

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List Content Versions

Tool to retrieve all versions of content including survey questions and checklist tasks. Use when you need to see the version history of flows, checklists, or launchers to track changes over time.

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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

Tool to retrieve a paginated list of all users. Use when you need to list users with optional filtering, sorting, and expansion of related objects like 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.