Keep client visual delivery status visible
Capture a finished client asset batch in shared account context, so it is easier to close the loop with the right people.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Client deliverables can be complete while the shared account record still looks as if work is outstanding.
- Keep delivery context on the client company record.
- Reduce follow-up caused by stale status.
- Make completed visual work easier for teammates to verify.
Setup
Build it in a few focused steps.
- 1Connect Claid ai and Userflow to Notis once in the portal.
- 2Create an automation in the portal, or describe the outcome to Notis in plain language.
- 3Ask Notis to update the matching Userflow group when Claid completes a client visual batch.
- 4Choose an incoming webhook trigger, select a channel for run reports, and test with one real client delivery.
Questions about this workflow
Can this message the client?
No. It updates a Userflow group record; the workflow does not send a message.
What links a delivery to its client group?
The incoming request should include context that identifies the relevant Userflow group.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Claid ai to Userflow. A trigger fires from one place; an action lands in another.
Claid ai triggers
Userflow actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
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.
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.
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).
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.
Connect any two apps with Notis in the middle.
Claid ai and Userflow, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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