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Triggers and actions 9 triggers · 40 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
Document CompletedTriggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Action
Add documentCreate and send a new document for signature. POST https://api.eversign.com/document — builds a document from raw files/fields/signers, optionally sends immediately.
Action
Add templateCreate a new reusable document template. POST https://api.eversign.com/document with is_template set — defines fields/signer roles for later use via "Use Template".
Action
Cancel documentCancel an in-progress document's signature process (stops further signing without deleting it). DELETE https://api.eversign.com/document with document_hash and cancel=1.
Action
Delete documentPermanently delete a document or template. DELETE https://api.eversign.com/document with document_hash param.
Action
List businessesList the businesses (sub-accounts) available on this account. GET https://api.eversign.com/business.
Action
List documentsList the account's documents. GET https://api.eversign.com/document — supports limit param, returns document summaries (not templates).
Action
List templatesList the account's saved templates. GET https://api.eversign.com/document?type=template.
Action
Reassign signerReassign a document's pending signature to a different signer email. POST https://api.eversign.com/reassign.
Action
Send reminderSend a signature reminder to a pending signer on a document. POST https://api.eversign.com/send_reminder with document_hash and signer_id.
Action
Use TemplateSends a document created from a template in your eversign account.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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