Intercom + NetSuite

Create new NetSuite records from new Intercom conversations

Efficiently manage your Intercom communications by directly recording them in NetSuite with this workflow. Whenever a new conversation occurs in Intercom, the process intelligently generates a matching record in NetSuite. Benefit from streamlined record keeping, reduced manual data entry efforts, and decreased chances of error. This workflow ensures that each Intercom conversation is properly documented in NetSuite, saving you time and improving your organizational workflow.

When this happens...
New Conversation
Triggers when a new Conversation is created by a User in Intercom.
TriggerInstant
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Create Record
Creates a new record. Supports standard and custom records.
ActionWrite

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Supported triggers and actions

Lead Added Email
Triggers when a Lead enters an email address.
Trigger
Instant
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
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- Which Tag?
Trigger
Instant
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- Message body format
Trigger
Instant
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New Conversation
Triggers when a new Conversation is created by a User in Intercom.
Trigger
Instant
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New User
Triggers when a new User is created.
Trigger
Instant
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Updated Company
Triggers when a company is updated.
Trigger
Instant
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- UpdatesRequired
- Update sample
Trigger
Instant
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New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
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- Contact identifier typeRequired
- Tag selection method
Action
Write
- Contact TypeRequired
- Message BodyRequired
Action
Write
- User Association Note
- CompanyRequired
- Warning
- Name
- Website
- Size
- Monthly Revenue
- Plan
- Industry
- Custom Attributes
Action
Write
- Contact identifier typeRequired
- TagRequired
Action
Write
- Contact Identifier
- Message BodyRequired
Action
Write
- CompanyRequired
- Tag NameRequired
- Untag?
Action
Write
- TicketRequired
- Title
- Description
- State
- Is Open
- Snoozed Until
- Assigned Admin
Action
Write
- EmailRequired
- Custom Attributes
- Created At
- User ID
- Full Name
- IP Address
Action
Write
- Search Mode
- Search Value
Action
Search
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search Mode
- Search Value
- User Association Note
- Company NameRequired
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write
- Record TypeRequired
Trigger
Polling
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- Record TypeRequired
Trigger
Polling
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- Record TypeRequired
- Internal IDRequired
Action
Write
- QueryRequired
- Limit
- Offset
Action
Write
- Source Record TypeRequired
- Source Record IDRequired
Action
Write
- FolderRequired
- FileRequired
- NameRequired
- File TypeRequired
- Description
- Is Online
- Is Private
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search byRequired
Action
Search
- Record TypeRequired
- Limit Number of Results
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Record TypeRequired
Action
Search

Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
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Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Trigger
Instant
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New Conversation Rating
Triggers when a conversation receives a rating.
Trigger
Instant
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New Company
Triggers when a new Company is created.
Trigger
Instant
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New Ticket
Triggers when a new Ticket is created in Intercom.
Trigger
Instant
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- Tag
Trigger
Instant
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Updated Contact
Triggers when a Contact is updated in Intercom.
Trigger
Instant
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- Which Tag?
Trigger
Instant
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- EmailRequired
- Note TextRequired
Action
Write
- TitleRequired
- Description
- Body
- AuthorRequired
- State
- Parent Collection
Action
Write
- Event nameRequired
- Created at
- Contact identifier typeRequired
- Metadata
Action
Write
- Ticket typeRequired
- Contact IDRequired
- Company ID
Action
Write
- Conversation IDRequired
- Reply TypeRequired
- Reply BodyRequired
- Attachments
Action
Write
- FromRequired
- ToRequired
- Message TypeRequired
- BodyRequired
- Subject
- Template
- Create Conversation Without Contact Reply?
Action
Write
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Write
- Lookup EmailRequired
- Full Name
- User ID
- Company ID
- Unsubscribed From Emails
- Phone Number
- Created At
- IP Address
- Custom Attributes
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search FieldRequired
- Match TypeRequired
- Conversation Status
- Updated After
- Updated Before
Action
Search
- Search FieldRequired
- Match TypeRequired
- Ticket State
- Updated After
- Updated Before
Action
Search
- Conversation IDRequired
Action
Search
- Search ModeRequired
- Search ValueRequired
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Search or write
- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
Trigger
Polling
Try It
- Record TypeRequired
- RecordRequired
- File to attachRequired
Action
Write
- Record TypeRequired
- RecordRequired
- File to detachRequired
Action
Write
- Record TypeRequired
Action
Write
- Record TypeRequired
- Internal IDRequired
Action
Write
- Record TypeRequired
- External IDRequired
Action
Write
- Case Internal IDRequired
Action
Search
- Record TypeRequired
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
- Filter Info
- Select Columns to Search
- Enter Search Terms (Corresponding to Columns)
Action
Search

About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.

Learn more

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About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more

Learn more

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CRM (Customer Relationship Management)

Intercom + NetSuite

Create new NetSuite records from new Intercom conversations

Lead Added Email

New Lead

Tag Added to Lead

New Closed Conversation

New Conversation

New User

Updated Company

Updated Ticket

New Unsubscription

Add Tag to Contact

Create Conversation

Create or Update Company

Remove Tag From Contact

Send Incoming Message

Add/Remove Tag on Company

Update Ticket

Create User

Find Company

Find Lead

Find User

Find or Create Company

New Record

New Or Updated Record

Delete Record

Run SuiteQL Query

Transform Record

Upload File to File Cabinet

API Request (Beta)

Find File In File Cabinet

Find Records (with line-item support)

Get Record Type (Object) Schema

Lead Converted to User

Contact Replied

New Conversation Rating

New Company

New Ticket

Tag Added to Conversation

Updated Contact

Tag Added to User

Add Note

Create Article

Create Data Event

Create Ticket

Reply to Conversation

Send Message to Contact

Create/Update Lead

Create/Update User

API Request (Beta)

Find Conversation

Find Ticket

Retrieve a Conversation

Find or Create Lead

New Record (Saved Search)

Attach Existing File to Record

Detach File from Record

Create Record

Update Record

Upsert (Create or Update) Record

Find Case Notes

Find Record

Find Records (Saved Search)

About Intercom

Related categories

Similar apps

HubSpot

Inbound Now

About NetSuite

Related categories

Related Zap Templates

Related Zap Templates