Integration

Connect Intercom to Agile CRM

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

Intercom8 triggersIntercom30 actionsAgile CRM10 triggersAgile CRM63 actions

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Everything your agent can do with Intercom and Agile CRM

Triggers and actions 18 triggers · 93 actions

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}.
Trigger
List all tasks
list all tasks, surfacing new ones over time
Trigger
List contacts
list contacts, surfacing new ones over time
Trigger
List deals
list deals/opportunities, surfacing new ones over time
Trigger
List events
list events, surfacing new ones over time
Trigger
List pending tasks
list pending tasks within N days
Trigger
List tickets
list help desk tickets by filter, surfacing new ones
Trigger
List tracks
list deal tracks/pipelines
Trigger
New contact
Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.
Trigger
New matching contact or company
Triggers when a new contact or company matches your search query.
Trigger
New matching task
Triggers when a new task matches your filter.
Action
Add contact to campaign
enroll a contact into a campaign by email
Action
Add lead score by email
add lead score to a contact by email
Action
Add note by contact email
add a note to a contact by email
Action
Add tags by contact email
add tags to a contact by email
Action
Add tags to contact
add multiple tags to a contact by ID
Action
Add tag to contact
Adds a tag to the specified contact. Spaces in the tag are replaced with underscores.
Action
Add ticket note
add a note to a ticket
Action
Change contact owner
change the owner of a contact
Action
Create company
/contacts (type=company) — create a company record
Action
Create contact
create a full contact record
Action
Create deal
create a deal/opportunity
Action
Create deal by contact email
create a deal for a contact by email
Action
Create deal note
create a note on a deal
Action
Create document
create a document
Action
Create event
create an event
Action
Create new contact (just email)
Creates a new contact using just the email address, then returns the new Contact ID.
Action
Create note
create a note
Action
Create task
create a task
Action
Create task by email
create a task for a contact by email
Action
Create ticket
create a help desk ticket
Action
Delete company
Delete a company.
Action
Delete contact
delete a contact
Action
Delete contact note
delete a contact note
Action
Delete deal
delete a deal
Action
Delete event
delete an event
Action
Delete tags by contact email
remove tags from a contact by email
Action
Delete task
delete a task
Action
Delete ticket
delete a help desk ticket
Action
Find contact
Returns the Contact ID (and contact record) for the given email address.
Action
Get company by ID
Retrieve a company by ID.
Action
Get contact by ID
retrieve a contact by ID
Action
Get contact by phone
look up a contact by phone
Action
Get contact deals
list deals for a contact
Action
Get contact documents
list documents for a contact
Action
Get contact events
list events for a contact
Action
Get contact notes
list notes for a contact
Action
Get contact tasks
list tasks for a contact
Action
Get deal by ID
retrieve a deal by ID
Action
Get deal notes
list notes for a deal
Action
Get deals by pipeline
list deals grouped by pipeline
Action
Get deals from track
list deals filtered by track
Action
Get Deals Grouped by Milestone
Returns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria — pick the milestone you want out of the returned groups.
Action
Get my deals
list deals owned by the current user
Action
Get task by ID
retrieve a task by ID
Action
Get ticket filters
list available ticket filters
Action
Get ticket messages
list notes/messages for a ticket
Action
List companies
list companies
Action
Remove contact from deal
remove a contact from a deal
Action
Remove tag from contact
Removes a tag from the specified contact. Spaces in the tag are replaced with underscores.
Action
Remove tags from contact
remove multiple tags from a contact by ID
Action
Search contact by email
look up a contact by email
Action
Search contact by email (POST)
look up a contact by email (POST variant)
Action
Search contacts by dynamic filter
search contacts by dynamic filter
Action
Update company
/contacts/edit-properties (company) — update company properties
Action
Update contact
Updates the specified contact's first name, last name, and email properties.
Action
Update contact lead score
update a contact's lead score
Action
Update contact property
update contact properties
Action
Update contact star rating
update a contact's star rating
Action
Update deal
partially update a deal
Action
Update deal note
Update a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive.
Action
Update event
Update an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive.
Action
Update task
partially update a task
Action
Update track
Update a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive.

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The other way round: Agile CRM to Intercom