Customers & Support

Intercom

Intercom is a customer messaging tool for sales, marketing, and support, connected in a single unified platform.

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Supported
Triggers, Searches, Filters, and Actions

Search

List Users or Leads

List either users or leads.

Search

List Tags

List all tags on your Intercom.

Search

List Segments

Lists all segments on your Intercom.

Search

List Notes

Lists notes for users.

Search

List Conversations

Lists all conversations on your Intercom.

Search

List Company Users

Lists users belonging to the company.

Search

List Companies

Fetches a list of companies. NOTE: Companies will be only visible in Intercom when there is at least one associated user.

Search

List Admins

Lists all admins on your Intercom.

Search

Find Lead

Finds an existing Lead.

Search

Find User

Finds an existing user.

Search

Find Company

Finds an existing company.

Trigger

Watch User Tags INSTANT

Receives notification from user tag object.

Trigger

Watch Users INSTANT

Receives notifications from user object.

Trigger

Watch Leads INSTANT

Receives notification from lead object.

Trigger

Watch Conversations INSTANT

Receives notifications from conversation object.

Trigger

Watch Company INSTANT

Receives notification if company was created.

Trigger

New Company

Triggers when a new Company is created.

Trigger

New Tag on a User

Triggers when a user is tagged.

Trigger

New Closed Conversation

Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

Trigger

New Lead

Triggers when a new Lead is created.

Trigger

Lead Added Email

Triggers when a Lead enters an email address.

Trigger

New Unsubscription

Triggers when a user unsubscribes from Intercom.io emails.

Trigger

New Conversation

Triggers when a new conversation is created by a user in Intercom.

Trigger

Lead Converted to User x

Lead Converted to User Triggers when a lead converts to a user.

Trigger

New User

Triggers when a new user is created.

Action

View User or Lead

Views either user or lead.

Action

View Segment

Views specific segment for user or company.

Action

View Note

Views specific note for specific user.

Action

View Company

Views specific company.

Action

View a Single Conversation

Shows information about a single message from conversation.

Action

View Admin

Views a specific admin.

Action

User or Lead Initiated Conversation

Creates a new user or lead initiated message.

Action

Update User or Lead

Updates an existing user or lead.

Action

Unsnooze a Conversation

Sets conversation back to open.

Action

Unassign Conversation

Assigns a conversation to be unassigned when admin replies to a conversation.

Action

Tag or Untag Contacts

Tags or untags users, leads or companies.

Action

Snooze a Conversation

Snoozes a conversation until selected time.

Action

Reply to Users Last Conversation

Replies to last conversation you had with specific user.

Action

Reply to Conversation

Replies to a specific conversation.

Action

Mark a Conversation as Read

Marks conversation within Intercom as read

Action

Delete User or Lead

Deletes either user or lead.

Action

Delete Tag

Deletes a specific tag.

Action

Reply to Conversation

Replies to a specific conversation.

Action

Delete User or Lead

Deletes either user or lead.

Action

Delete Tag

Deletes a specific tag.

Action

Delete Customer from Group Conversation Deletes a customer from specific conversation.

Delete Customer from Group Conversation Deletes a customer from specific conversation.

Action

Create User or Lead .

Creates new user or lead using Intercom fields including your custom fields

Action

Create or Update Tag

Creates or updates a tag. Tag names are case insensitive.

Action

Create or Update Company

Creates or updates a company using Intercom fields including your custom fields. NOTE: Companies will be only visible in Intercom when there is at least one associated user.

Action

Create a Note

Creates a note for a specific user.

Action

Convert a Lead to User

If the User exists, then the Lead will be merged into it, the Lead deleted and the User returned. If the User does not exist, the Lead will be converted to a User, with the User identifiers replacing it's Lead identifiers.

Action

Close a Conversation

Closes a conversation with or without reply.

Action

Admin Initiated Conversation

Sends message or email to admin.

Action

Add to Group Conversation as Customer

Adds a customer to group conversation.

Action

Add to Group Conversation as Admin

Adds a customer to group conversation.

Action

Add Note

Add a note to a user.

Action

Create User

Creates a new user in your Intercom app.

Action

Add/Remove Tag on Company

Attach or remove a tag from a specific company.

Action

Add/Remove Tag on Lead

Attach or remove a tag on a specific lead.

Action

Add Event

Tags a user with an event that occurred.

Action

Create/Update Lead

Create or update an Intercom lead. If an ID is provided, the lead will be updated.

Action

Send Incoming Message

Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

Action

Update Company

Updates a company within Intercom. If you'd like to create a company, use this action in conjunction with a Find/Create step.

Action

Create/Update User

Update a user within Intercom given their e-mail address.

Action

Add/Remove Tag on User

Attach or remove a tag on a specific user.

Available Datasets

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Frequently Asked Questions

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