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Triggers and actions 9 triggers · 67 actions
Trigger
New ExpenseFires when a new expense is created. Backed by vendor webhook registration (POST /v1/webhooks, event=expense.created).
Action
Add ClientCreate a client. POST /v1/clients
Action
Add DepositCreate a deposit. POST /v1/deposits
Action
Add ExpenseCreate an expense. POST /v1/expenses
Action
Add InvoiceCreate an invoice. POST /v1/invoices
Action
Add ProductCreate a product. POST /v1/products
Action
Add QuoteCreate a quote. POST /v1/quotes
Action
Add VendorCreate a vendor. POST /v1/vendors
Action
Apply deposit to invoiceApply a deposit balance to an invoice. POST /v1/deposits/{depositId}/apply
Action
Delete ClientDelete a client. DELETE /v1/clients/{clientId}
Action
Delete ExpenseDelete an expense. DELETE /v1/expenses/{expenseId}
Action
Delete InvoiceDelete an invoice. DELETE /v1/invoices/{invoiceId}
Action
Delete ProductDelete a product. DELETE /v1/products/{productId}
Action
Delete QuoteDelete a quote. DELETE /v1/quotes/{quoteId}
Action
Delete VendorDelete a vendor. DELETE /v1/vendors/{vendorId}
Action
Get ClientRetrieve a client by id. GET /v1/clients/{clientId}
Action
Get DepositRetrieve a deposit by id. GET /v1/deposits/{depositId}
Action
Get ExpenseRetrieve an expense by id. GET /v1/expenses/{expenseId}
Action
Get InvoiceRetrieve an invoice by id. GET /v1/invoices/{invoiceId}
Action
Get ProductRetrieve a product by id. GET /v1/products/{productId}
Action
Get QuoteRetrieve a quote by id. GET /v1/quotes/{quoteId}
Action
Get VendorRetrieve a vendor by id. GET /v1/vendors/{vendorId}
Action
List ClientsList clients. GET /v1/clients
Action
List DepositsList deposits. GET /v1/deposits
Action
List ExpensesList expenses. GET /v1/expenses
Action
List InvoicesList invoices. GET /v1/invoices
Action
List ProductsList products. GET /v1/products
Action
List QuotesList quotes. GET /v1/quotes
Action
List VendorsList vendors. GET /v1/vendors
Action
Mark invoice as paidMark an invoice as paid. POST /v1/invoices/{invoiceId}/paid
Action
Send InvoiceSend invoice by email to the client. POST /v1/invoices/{invoiceId}/send
Action
Send QuoteSend quote by email to the client. POST /v1/quotes/{quoteId}/send
Action
Update ClientPartial update a client. PATCH /v1/clients/{clientId}
Action
Update ExpensePartial update an expense. PATCH /v1/expenses/{expenseId}
Action
Update InvoicePartial update an invoice. PATCH /v1/invoices/{invoiceId}
Action
Update ProductPartial update a product. PATCH /v1/products/{productId}
Action
Update QuotePartial update a quote. PATCH /v1/quotes/{quoteId}
Action
Update VendorPartial update a vendor. PATCH /v1/vendors/{vendorId}
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.