Intercom

Connecting your Intercom account allows your automations to:

1. Trigger downstream actions to Intercom
2. Be triggered by events that happen in Intercom

Use Intercom actions when you want your automation to execute an event in your Intercom account. This allows your payment flows to automatically keep your Intercom user profiles up-to-date

Use Intercom triggers when you want an event or action from Intercom to initiative your automation. This allows certain Intercom activities to trigger downstream activity

Triggers: allow an action from within Intercom to start an Automation

• Closed Conversation: This is triggered when a conversation in your Intercom account is closed.
• Created Conversation: This is triggered when a conversation is created by a user in Intercom
• Created Company: This is triggered when a new company is create in Intercom.
• Created Lead: This is triggered when a new lead is created within the Intercom app.
• Created User: This is triggered when a user is create in the Intercom app.

Actions: instructs an automation to perform an action in your Intercom Account

• Add Note to a User: This action adds a note to a user profile in Intercom.
• Update Company: This action updates the existing details of a company.
• Create User: This action creates a new user in your Intercom app.
• Create Company: This actions creates a company in your Intercom app with contact details.
• Create Lead: This actions creates a lead in the Intercom app using contact details of the end-user.
• Create a new Conversation: This action will create a new conversation with a user via the Intercom messenger.
• Update Lead: This action updates the details of an existing lead in the Intercom app.
• Send a new message to user: This action will send a new message to a user from the existing admins via the Intercom messenger.
• Find Lead: This action searches for existing leads in the system that will match the details your workflow provides.
• Find User: This action searches for existing users in the system that will match the details your workflow provides in relation to that specific user.
• Update User: This action will update the details of an existing user in the Intercom app.
• Find Company: This action searches for existing company in the system that will match the details your workflow provides in relation to that specific company.

• After a successful transaction (payment trigger, event = successful), check if the user is an exiting user (custom condition), if user is a new user, create a new user (Intercom Action, Create User), if user is an existing user, add a note to their profile (Intercom Action, Add Note to a User)