Integration

Connect ComplyCube to Intercom

When something happens in ComplyCube, your agent does the next thing in Intercom. Describe it in plain language and the automation is built, tested on every branch and kept running.

ComplyCube1 triggerComplyCube39 actionsIntercom8 triggersIntercom30 actions

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Everything your agent can do with ComplyCube and Intercom

Triggers and actions 9 triggers · 69 actions

Trigger
New Event
Triggers when a new event is received.
Action
Add Note
Add a note to a client for investigations, reviews, or compliance reporting.
Action
Create Address
Creates a new address for a client.
Action
Create Check
Create a verification check (identity, document, AML, or other check type) against a client.
Action
Create Client
Updates clients details using the given input.
Action
Create Document
Creates a new document for a client.
Action
Create Session
Creates a verification session link using workflow templates.
Action
Delete Address
Deletes an existing address.
Action
Delete Client
Deletes an existing client.
Action
Delete Document
Deletes an existing document.
Action
Delete Note
Delete a note.
Action
Find Addresses
Search and verify an address for KYC address checks.
Action
Find Companies
Search for companies by name or registration details for KYB checks.
Action
Generate Check Report
Generate a PDF report for a specific check.
Action
Generate Client Report
Generate a PDF report summarizing a client's compliance record.
Action
Generate Session Report
Generates a session report PDF and returns it as a file for use in later Zap steps.
Action
Generate Token
Generate an SDK token to securely authenticate a frontend user session.
Action
Get Address
Retrieves an address using "Address ID".
Action
Get Check Results
Retrieves a check's results using "Check ID".
Action
Get Client
Retrieves a client's results using "Client ID".
Action
Get Company Details
Retrieve detailed information about a company by its ID.
Action
Get Document
Retrieves a document using "Document ID".
Action
Get Live Photo
Retrieve a client's live photo by ID.
Action
Get Note
Retrieve a note by ID.
Action
Get Risk Profile
Retrieve a client's AML risk profile and score.
Action
Get Session Results
Retrieves a session's results using "Session ID".
Action
List Addresses
List addresses linked to a client.
Action
List Checks
List checks performed on a client.
Action
List Clients
List clients with optional filters and pagination.
Action
List Documents
List documents linked to a client.
Action
List Live Photos
List a client's live photos.
Action
List Notes
List notes linked to a client.
Action
List Workflow Sessions
List a client's workflow sessions.
Action
Update Address
Updates an existing address.
Action
Update Check
Update an existing check's parameters.
Action
Update Client
Updates clients details using the given input.
Action
Update Document
Updates an existing document.
Action
Update Note
Update an existing note.
Action
Upload Document Image
Uploads an image attachment (front or back) to an existing document.
Action
Upload Live Photo
Upload a client's live photo (selfie) for biometric identity and liveness verification.
Trigger
New company
Fires when a new company is created. Poll GET /companies ordered by created_at.
Trigger
New conversation
Polls for conversations, most recently updated first. Fires for each new conversation.
Trigger
New lead
Instant trigger: fires when a new lead is created in Intercom (webhook). Stub ported from dev.apiant — not yet implemented.
Trigger
New note on conversation
Instant trigger: fires when a note is added to an Intercom conversation (webhook). Stub ported from dev.apiant — not yet implemented.
Trigger
New or updated contact
Polls for contacts, most recently updated first. Fires for each new or updated contact.
Trigger
New tag on a conversation
Instant trigger: fires when a tag is added to an Intercom conversation (webhook). Stub ported from dev.apiant — not yet implemented.
Trigger
New tag on a user
Instant trigger: fires when a tag is added to an Intercom user (webhook). Stub ported from dev.apiant — not yet implemented.
Trigger
New ticket
Fires when a new ticket is created. Poll GET /tickets/search or /tickets ordered by created_at.
Action
Add company
Create (or upsert) a company in Intercom. POST /companies.
Action
Add note to contact
Adds a note to the specified contact as the specified admin.
Action
Add note to conversation
Adds an internal note to the specified conversation as an admin.
Action
Add tag to contact
Attaches a tag to the specified contact.
Action
Add ticket
Create a support ticket. POST /tickets.
Action
Assign conversation
Assigns the conversation to an admin or team.
Action
Close conversation
Closes the specified conversation.
Action
Create contact
Creates a new contact (role user or lead) in Intercom.
Action
Create message
Creates an admin-initiated email or in-app message to a contact.
Action
Delete company
Delete a company by ID. DELETE /companies/{company_id}.
Action
Delete contact
Deletes a contact by ID.
Action
Find admin by email
Fetches an admin's details. Lists all admins; match by email.
Action
Find contact by email
Searches contacts by email and returns matches.
Action
Find tickets
Search tickets by criteria. POST /tickets/search.
Action
Get company
Retrieve a company by ID. GET /companies/{company_id}.
Action
Get contact
Fetches a contact's details by ID.
Action
Get conversation
Fetches a conversation's details by ID.
Action
Get ticket
Retrieve a ticket by ID. GET /tickets/{ticket_id}.
Action
List companies
List all companies. GET /companies.
Action
List segments
List all segments. GET /segments.
Action
List tags
Lists all tags for the workspace.
Action
Open conversation
Opens (marks open) the specified conversation.
Action
Remove tag from contact
Detaches a tag from the specified contact.
Action
Send conversation reply
Sends a reply to the specified conversation as an admin.
Action
Snooze conversation
Snoozes the specified conversation until the given unix timestamp.
Action
Start conversation
Starts a new conversation with the specified contact.
Action
Track event
Submit a data event for a contact. POST /events.
Action
Update company
Update an existing company. PUT /companies/{company_id}.
Action
Update contact
Updates an existing contact specified by ID.
Action
Update ticket
Update an existing ticket. PUT /tickets/{ticket_id}.

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The other way round: Intercom to ComplyCube