Userpilot Workflows

Orchestrate Multi-Channel User Engagement From One Place

Design, automate, and optimize in-app and email touchpoints from a single workflow canvas.

Userpilot workflows product preview

Join 1,200 Companies Accelerating
Product Growth with Userpilot.

One Canvas

Build lifecycle user journeys with complete control

Map your entire user journey on one canvas — in-app, email, and surveys working from the same flow. Every modal, email, and feedback step connected.

Userpilot workflows canvas
Step 1 Step 2 Step 3 Step 4

Map

Map the full user journey on one canvas — every in-app, email, and survey step connected.

Branch

Send users down different paths based on user signals, attributes, or timing.

Trigger

Trigger user engagement experiences based on real-time product signals and time delays.

Measure

Track Workflow enrollment, drop-offs, and goal completion at every step.

The Toolkit

The complete user lifecycle journey toolkit

Everything you need to design, branch, time, and measure multi-channel journeys — from one no-code canvas.

Visual Workflow Builder Userpilot

Visual Workflow Builder

Design multi-step journeys on an intuitive canvas. Visualize every path, dependency, and branch at a glance.

Content Triggering Userpilot

Content Triggering

Trigger flows, banners, spotlights, checklists, emails, and surveys. Connect existing content or build new.

Branching Logic Userpilot

Branching Logic

True/false splits based on events, properties, NPS, segments, page visits, and content engagement.

Time-Based Controls Userpilot

Time-Based Controls

Delays from minutes to weeks, session-based waits, or exact date/time triggers.

Data Actions Userpilot

Data Actions

Update user/company properties and fire custom events as users hit milestones, tracking lifecycle stage in real time.

Workflow Analytics Userpilot

Workflow Analytics

Enrollment, drop-off, completion, goal achievement, and average time to completion — at every step.

Personalize Every Path

The right message, for the right user, at the right time

Branch flows based on user behavior, attributes, or timing. Show different paths based on what users do, who they are, or where they are in their journey.

  • Branch by behavior, properties, NPS, or segment
  • Delay steps by minutes, hours, days, or exact dates
  • Mix in-app and email in the same journey
  • Auto-update properties and events at every step
Userpilot workflows personalizing every path
Journey Analytics

Full visibility into every user drop-off before it costs you

Step-by-step journey analytics, built in. Track enrollment, engagement, and completion at every step — see where users exit and which paths perform best.

Userpilot workflow journey analytics dashboard
Customer Stories

Real teams. Real outcomes.

★★★★★

Best analytics tool I have ever worked with

"It is the most useful analytics tool I have ever seen in software industry. It has many good features like survey forms, onboarding tools, funnels, integrations etc. and also it is very easy to use as it is beginner friendly."

A
Anandkumar P. Information Technology and Services Company
★★★★★

Userpilot helps us uncover growth patterns

"Userpilot helps us learn where to focus and understand what our users are doing. The most important thing is to track user behavior as they interact with our product, and link that back to upgrading from free to paid, and to retention, so that we can identify the patterns exhibited by our most valuable customers v. our least."

S
Sue M. FeedXL Horse Nutrition Calculator
★★★★★

Gaining User Insights & Saving Thousands in Dev Work

"Analytics data has allowed me to understand user flows without spending a lot of time interviewing users—saving us around $2K thanks to in-app notifications. Without relying on developers, we've likely saved another $2K in dev work."

F
Fred Haselton Business Analyst, Liv-ex
Userpilot G2 ratings and badges
See It In Action

Take it for a spin

No sign-up. Build a multi-step workflow and see how fast it comes together.

FAQ

Common questions, answered

How does Userpilot combine email with in-app content?

Workflows let you build multi-step sequences that mix email and in-app messages, with delays and conditional branching between them. For example, send a welcome email, wait 3 days, then show an in-app flow only if the user hasn't converted yet.

Who can I email, only users who've logged into my app?

To send behavior-triggered emails, users need to be identified to Userpilot, typically through an app session. If you want to reach people who haven't logged in yet, such as trial invites or marketing lists, you can bulk-upload contacts via API instead.

Can I trigger emails from CRM data, like Salesforce or HubSpot?

Yes. You can sync Salesforce or HubSpot fields, such as deal stage or renewal date, and use them as trigger conditions inside a workflow. Userpilot does not take actions inside those systems or generate credentials on your behalf, so for that you'll want a native integration or webhook.

What's the difference between a Flow, a Workflow, and an email in Userpilot?

A Flow is a single piece of in-app content, like a tooltip or modal sequence. A Workflow is a sequence that can combine flows, emails, and delays or conditions into one journey. Email is one channel a Workflow, or a standalone campaign, can send through.

Which plans include Workflows?

Workflows is included on all Growth and Enterprise plans, with no add-on required.

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Userpilot workflows in action