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Triggers and actions 25 triggers · 52 actions
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}.
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New CompanyTriggers when a new Company is created in Copper.
Trigger
New LeadTriggers when a Lead is created in Copper.
Trigger
New OpportunityTriggers when an Opportunity is created in Copper.
Trigger
New PersonTriggers when a new Person is created in Copper.
Trigger
New ProjectTriggers when a new Project is created in Copper.
Trigger
New TaskTriggers when a new Task is created in Copper.
Trigger
Updated CompanyTriggers when a Person's Company is changed.
Trigger
Updated Contact TypeTriggers when a Person's Contact Type is changed.
Trigger
Updated LeadTriggers when a Lead is changed.
Trigger
Updated Lead StatusTriggers when a Lead's status is changed.
Trigger
Updated OpportunityTriggers when an Opportunity is changed.
Trigger
Updated Opportunity StageTriggers when an Opportunity's stage is changed.
Trigger
Updated Opportunity StatusTriggers when an Opportunity's status is changed.
Trigger
Updated PersonTriggers when a Person is changed.
Trigger
Updated ProjectTriggers when a Project is changed.
Trigger
Updated TaskTriggers when a Task is changed.
Action
Associate to ProjectThis Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
Action
Create ActivityLogs a new Activity on a Person, Company, Opportunity, or Lead.
Action
Create CompanyCreates a new Company.
Action
Create LeadCreates a new Lead.
Action
Create OpportunityCreates a new Opportunity.
Action
Create PersonCreates a new Person.
Action
Create ProjectCreates a new Project.
Action
Create TaskCreates a new Task.
Action
Create/Update CompanyCreates or Updates a Company depending on the match criteria.
Action
Create/Update LeadCreates or Updates a Lead depending on the match criteria.
Action
Create/Update OpportunityCreates or Updates an Opportunity based off of a match criteria.
Action
Create/Update PersonCreates or Updates a Person depending on the match criteria.
Action
Create/Update ProjectCreates or Updates a Project depending on the match criteria.
Action
Search for a CompanySearches for an existing company in Copper.
Action
Search for an ActivitySearches for an existing activity in Copper.
Action
Search for a OpportunitySearches for an existing opportunity in Copper.
Action
Search for a PersonSearches for an existing person in Copper.
Action
Search for a ProjectSearches for an existing project in Copper.
Action
Update CompanyUpdates a Company depending on the match criteria.
Action
Update OpportunityUpdates an Opportunity based off of a match criteria.
Action
Update PersonUpdates a Person depending on the match criteria.
Action
Update ProjectUpdates a Project depending on the match criteria.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.