Integration
Connect OnePageCRM to Intercom
When something happens in OnePageCRM, your agent does the next thing in Intercom. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Triggers and actions 17 triggers · 41 actions
Trigger
Closed Sales CycleTriggered when a sales cycle is closed — a deal is marked won or lost.
- Completed Next Action
Triggered when a next action is marked done in OnePageCRM.
- New Call
Triggered when a phone call is logged in OnePageCRM.
- New Contact
Triggered when a new contact is created in OnePageCRM.
- New Deal
Triggered when a new deal is created in OnePageCRM.
- New Next Action
Triggered when a new next action is created in OnePageCRM.
- New Note
Triggered when a new note is added to a contact in OnePageCRM.
- Updated Contact
Triggered when a contact is created or changed in OnePageCRM.
- Updated Deal
Triggered when a deal is created or changed in OnePageCRM.
- Close Sales Cycle
Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
- Create Call
Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
- Create Contact
Creates a contact in OnePageCRM, including your account's own custom fields.
- Create Deal
Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
- Create Next Action
Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
- Create Note
Adds a note to a contact's timeline in OnePageCRM.
- Find Contact
Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
- Find Deal
Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
- Find User
Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
- Update Contact
Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
- Update Deal
Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.
Trigger
New companyFires when a new company is created. Poll GET /companies ordered by created_at.
- New conversation
Polls for conversations, most recently updated first. Fires for each new conversation.
- New lead
Instant trigger: fires when a new lead is created in Intercom (webhook). Stub ported from dev.apiant — not yet implemented.
- 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.
- New or updated contact
Polls for contacts, most recently updated first. Fires for each new or updated contact.
- 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.
- 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.
- New ticket
Fires when a new ticket is created. Poll GET /tickets/search or /tickets ordered by created_at.
- Add company
Create (or upsert) a company in Intercom. POST /companies.
- Add note to contact
Adds a note to the specified contact as the specified admin.
- Add note to conversation
Adds an internal note to the specified conversation as an admin.
- Add tag to contact
Attaches a tag to the specified contact.
- Add ticket
Create a support ticket. POST /tickets.
- Assign conversation
Assigns the conversation to an admin or team.
- Close conversation
Closes the specified conversation.
- Create contact
Creates a new contact (role user or lead) in Intercom.
- Create message
Creates an admin-initiated email or in-app message to a contact.
- Delete company
Delete a company by ID. DELETE /companies/{company_id}.
- Delete contact
Deletes a contact by ID.
- Find admin by email
Fetches an admin's details. Lists all admins; match by email.
- Find contact by email
Searches contacts by email and returns matches.
- Find tickets
Search tickets by criteria. POST /tickets/search.
- Get company
Retrieve a company by ID. GET /companies/{company_id}.
- Get contact
Fetches a contact's details by ID.
- Get conversation
Fetches a conversation's details by ID.
- Get ticket
Retrieve a ticket by ID. GET /tickets/{ticket_id}.
- List companies
List all companies. GET /companies.
- List segments
List all segments. GET /segments.
- List tags
Lists all tags for the workspace.
- Open conversation
Opens (marks open) the specified conversation.
- Remove tag from contact
Detaches a tag from the specified contact.
- Send conversation reply
Sends a reply to the specified conversation as an admin.
- Snooze conversation
Snoozes the specified conversation until the given unix timestamp.
- Start conversation
Starts a new conversation with the specified contact.
- Track event
Submit a data event for a contact. POST /events.
- Update company
Update an existing company. PUT /companies/{company_id}.
- Update contact
Updates an existing contact specified by ID.
- Update ticket
Update 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.