Integration

Connect Docupilot to Intercom

When something happens in Docupilot, 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.

Docupilot2 triggersDocupilot34 actionsIntercom8 triggersIntercom30 actions

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Everything your agent can do with Docupilot and Intercom

Triggers and actions 10 triggers · 64 actions

Trigger
Envelope Completed
Triggers when all recipients finish signing an envelope.
Trigger
New Envelope
Triggers when a new e-signature envelope is created.
Action
Cancel Envelope
Cancel an in-progress e-signature envelope.
Action
Convert Document
Convert a document to another format.
Action
Copy Template
Duplicate a template including its preferences and deliveries.
Action
Create Envelope
Create a new e-signature envelope.
Action
Create Envelope Recipient
Add a recipient to an e-signature envelope.
Action
Create Folder
Create a new folder.
Action
Create Template
Create a new document template.
Action
Create Template Delivery
Configure a new delivery on a template.
Action
Create Template Merge Link
Create a shareable link that generates a document from a template.
Action
Delete Folder
Delete a folder.
Action
Delete Template
Move a template to the trash.
Action
Get Bulk Generation Task
Retrieve a single bulk document-generation task.
Action
Get Envelope Details
Retrieve the details of an e-signature envelope.
Action
Get Envelope Responses
Retrieve the consolidated field responses for an envelope.
Action
Get Envelope Signing Link
Retrieve the signing link for an envelope.
Action
Get Template
Retrieve a single template by its id.
Action
Get Template Schema
Retrieve a template's merge-field schema.
Action
List Bulk Generation Tasks
List bulk document-generation tasks for a template.
Action
List Document History
List previously generated documents.
Action
List Envelope Recipients
List the recipients of an e-signature envelope.
Action
List Envelopes
List e-signature envelopes.
Action
List Folders
List the folders in the Docupilot account.
Action
List Template Deliveries
List the deliveries configured on a template.
Action
List Templates
List the templates in the Docupilot account.
Action
Merge Documents
Append and merge multiple documents into one.
Action
Place Signature Fields
Place the signature/input fields on an envelope's document. Required before Send Envelope: Docupilot rejects sending unless EVERY recipient has at least one field. Replaces the document's whole field set.
Action
Retry Document Delivery
Retry a failed document delivery.
Action
Send Envelope
Send an e-signature envelope to its recipients.
Action
Send Envelope Reminder
Send a signing reminder to an envelope's signers.
Action
Transform PDF
Apply a transformation to a PDF document.
Action
Trigger Bulk Generation
Start a prepared bulk document-generation task.
Action
Update Folder
Update a folder's details.
Action
Update Template
Update an existing template's settings.
Action
Upload CSV for Bulk Generation
Upload a CSV to start a bulk document-generation task for a template.
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 Docupilot