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Triggers and actions 23 triggers · 51 actions
Trigger
New AllocationTriggers when a new allocation is created.
Trigger
New ClientTriggers when a new client is added.
Trigger
New DepartmentTriggers when a new department is added.
Trigger
New Logged TimeTriggers when a new logged time is created.
Trigger
New MilestoneTriggers when a new milestone is created.
Trigger
New PersonTriggers when a new person is added.
Trigger
New PhaseTriggers when a new phase is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New Project TaskTriggers when a new project task is created.
Trigger
New Time OffTriggers when a new time off is created.
Trigger
Updated AllocationTriggers when an allocation is modified.
Trigger
Updated Logged TimeTriggers when a logged time is modified.
Trigger
Updated PhaseTriggers when a phase is modified.
Trigger
Updated ProjectTriggers when a project is modified.
Trigger
Updated Project TaskTriggers when a project task is modified.
Action
Create AllocationCreates a new allocation.
Action
Create ClientCreates a new client.
Action
Create DepartmentCreates a new department.
Action
Create Logged TimeCreates a new logged time.
Action
Create MilestoneCreates a new milestone.
Action
Create PersonCreates a new person.
Action
Create PhaseCreates a new phase.
Action
Create ProjectCreates a new project.
Action
Create Project TaskCreates a new project task.
Action
Create Time OffCreates a new time off.
Action
Find AllocationFinds an allocation by ID.
Action
Find Logged TimeFinds a logged time by ID.
Action
Find PersonFinds a person by ID, email, or tag(s).
Action
Find ProjectFinds a project by ID, project_code, or tag(s).
Action
Update AllocationUpdate an existing allocation by ID.
Action
Update Logged TimeUpdate an existing logged time entry by ID.
Action
Update MilestoneUpdate an existing milestone by ID.
Action
Update PersonUpdate an existing person by ID.
Action
Update PhaseUpdate an existing phase by ID.
Action
Update ProjectUpdate an existing project by ID.
Action
Update Project TaskUpdate an existing project task by ID.
Trigger
New companyFires when a new company is created. Poll GET /companies ordered by created_at.
Trigger
New conversationPolls for conversations, most recently updated first. Fires for each new conversation.
Trigger
New leadInstant trigger: fires when a new lead is created in Intercom (webhook). Stub ported from dev.apiant — not yet implemented.
Trigger
New note on conversationInstant trigger: fires when a note is added to an Intercom conversation (webhook). Stub ported from dev.apiant — not yet implemented.
Trigger
New or updated contactPolls for contacts, most recently updated first. Fires for each new or updated contact.
Trigger
New tag on a conversationInstant 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 userInstant trigger: fires when a tag is added to an Intercom user (webhook). Stub ported from dev.apiant — not yet implemented.
Trigger
New ticketFires when a new ticket is created. Poll GET /tickets/search or /tickets ordered by created_at.
Action
Add companyCreate (or upsert) a company in Intercom. POST /companies.
Action
Add note to contactAdds a note to the specified contact as the specified admin.
Action
Add note to conversationAdds an internal note to the specified conversation as an admin.
Action
Add tag to contactAttaches a tag to the specified contact.
Action
Add ticketCreate a support ticket. POST /tickets.
Action
Assign conversationAssigns the conversation to an admin or team.
Action
Close conversationCloses the specified conversation.
Action
Create contactCreates a new contact (role user or lead) in Intercom.
Action
Create messageCreates an admin-initiated email or in-app message to a contact.
Action
Delete companyDelete a company by ID. DELETE /companies/{company_id}.
Action
Delete contactDeletes a contact by ID.
Action
Find admin by emailFetches an admin's details. Lists all admins; match by email.
Action
Find contact by emailSearches contacts by email and returns matches.
Action
Find ticketsSearch tickets by criteria. POST /tickets/search.
Action
Get companyRetrieve a company by ID. GET /companies/{company_id}.
Action
Get contactFetches a contact's details by ID.
Action
Get conversationFetches a conversation's details by ID.
Action
Get ticketRetrieve a ticket by ID. GET /tickets/{ticket_id}.
Action
List companiesList all companies. GET /companies.
Action
List segmentsList all segments. GET /segments.
Action
List tagsLists all tags for the workspace.
Action
Open conversationOpens (marks open) the specified conversation.
Action
Remove tag from contactDetaches a tag from the specified contact.
Action
Send conversation replySends a reply to the specified conversation as an admin.
Action
Snooze conversationSnoozes the specified conversation until the given unix timestamp.
Action
Start conversationStarts a new conversation with the specified contact.
Action
Track eventSubmit a data event for a contact. POST /events.
Action
Update companyUpdate an existing company. PUT /companies/{company_id}.
Action
Update contactUpdates an existing contact specified by ID.
Action
Update ticketUpdate an existing ticket. PUT /tickets/{ticket_id}.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.