Integration
Connect Userflow to IXACT Contact CRM
When Checklist Completed fires in Userflow, your agent runs Create Contact in IXACT Contact CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Userflow and IXACT Contact CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Userflow can start in IXACT Contact CRM
When Checklist Completed in Userflow
then Create Contact in IXACT Contact CRM
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Userflow and IXACT Contact CRM
Triggers and actions 14 triggers · 17 actions
- Checklist Completed
Triggered when a user finishes every task in a Userflow checklist.
- Checklist Dismissed/Ended
Triggered when a Userflow checklist ends for a user — because they dismissed it, it was completed, or it stopped applying to them. The reason is in checklist_end_reason.
- Checklist Started
Triggered when a user starts a Userflow checklist. Why it started is in checklist_start_reason.
- Checklist Task Completed
Triggered when a user completes a single task inside a Userflow checklist.
- Event Tracked
Triggered when Userflow tracks an event for a user — either your own custom events or Userflow's own flow and checklist events. Name one event to watch, or leave it blank to fire for all of them.
- Flow Completed
Triggered when a user completes a Userflow flow by reaching its goal step.
- Flow Dismissed/Ended
Triggered when a Userflow flow ends for a user — because they dismissed it, finished it, or it stopped applying. The reason is in flow_end_reason.
- Flow Started
Triggered when a user starts a Userflow flow. Why it started is in flow_start_reason.
- Group Created/Updated
Triggered when a group (a company or account) is created or changed in Userflow.
- Launcher Activated
Triggered when a user clicks a Userflow launcher (a beacon, button or hotspot) to open it.
- Launcher Dismissed
Triggered when a user dismisses a Userflow launcher (a beacon, button or hotspot).
- Launcher Seen
Triggered when a Userflow launcher (a beacon, button or hotspot) is shown to a user.
- Question Answered
Triggered when a user answers a question in a Userflow flow — a survey, NPS or rating step. The answer arrives as text, a number, or a list depending on the question type.
- User Created/Updated
Triggered when a user is created or changed in Userflow.
- Create/Update Group
Creates a group (a company or account) in Userflow, or updates it if a group with that ID already exists. Only the attributes you send are changed.
- Create/Update User
Creates a user in Userflow, or updates them if a user with that ID already exists. Only the attributes you send are changed. Optionally adds the user to a group.
- Find Group
Finds groups (companies or accounts) in Userflow by name. Userflow's API cannot filter on the server, so this reads up to 300 groups and matches them here; leave the name blank to just list them.
- Find User
Finds users in Userflow by email or name. Userflow's API cannot filter on the server, so this reads up to 300 users and matches them here; leave both fields blank to just list them.
- Track Event
Tracks an event for a user in Userflow, so you can use it to start flows or checklists and to segment users.
- Add group
Adds a new contact group to the IXACT Contact account and returns the new group's id.
- Add note
Adds a note to a contact in IXACT Contact and returns the new note.
- Create Contact
Creates a new contact in IXACT Contact and returns the new contact's id.
- Create Lead
Creates a new lead in IXACT Contact and returns the created lead record.
- Delete contact
Deletes a contact by ID from your IXACT Contact account.
- Get contact
Returns a single IXACT contact by ID, including emails, phones, addresses, groups and family details.
- List contacts
Returns the contacts in your IXACT Contact account, optionally narrowed to those matching an email address or updated since a given date.
- List groups
Returns the contact groups in the IXACT Contact account, optionally narrowed by name or last-updated date.
- List notes
Returns the notes recorded on a contact, optionally narrowed to a note date or note type.
- List note types
Returns the note types defined in the IXACT Contact account, optionally only those with a given name.
- Update contact
Updates an existing contact by ID, changing only the fields you fill in and keeping the rest of the contact as it is.
- Update note
Updates an existing note on a contact in IXACT Contact, changing its text, type or date.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Userflow
Userflow to Visual CrossingGlobal historical and weather forecast data
Userflow to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Userflow to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
Userflow to WixThe Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...
Userflow to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
Userflow to FacebookFacebook is a social media and advertising platform used by individuals and businesses to connect, share...
More into IXACT Contact CRM
HubSpot to IXACT Contact CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to IXACT Contact CRMSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to IXACT Contact CRMSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to IXACT Contact CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to IXACT Contact CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to IXACT Contact CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Userflow and IXACT Contact CRM, answered
What can start an automation from Userflow?
Any of Userflow's 14 triggers in the catalog, including Checklist Completed, Checklist Task Completed, Flow Completed and Group Created/Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in IXACT Contact CRM when something happens in Userflow?
Any of IXACT Contact CRM's 12 actions, including Create Contact, Create Lead, Update contact and Update note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from IXACT Contact CRM to Userflow?
IXACT Contact CRM has no triggers in the catalog today, so automations start in Userflow. If you need the other direction, ask: your agent reads IXACT Contact CRM's API documentation and adds it.
Do I have to build a connector for Userflow or IXACT Contact CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Userflow and IXACT Contact CRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.