Attio + Intercom

Create or update Attio records for new Intercom conversations

Stay on top of your client communications with this convenient workflow. When a new conversation occurs in Intercom, a record is created or updated in Attio instantly. This automation ensures that your client interactions are efficiently documented, keeping your customer service team informed and proactive. Isolate the time your team spends on manual data entries and focus your efforts on providing exceptional customer service.

When this happens...
New Conversation
Triggers when a new Conversation is created by a User in Intercom.
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Create or Update Record
Creates or updates a record, such as a person, company or deal. The record is created if it doesn't yet exist, otherwise it is updated. This can also be used for finding a record by a unique attribute, such as an email address.
ActionWrite

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Supported triggers and actions

Lead Added Email
Triggers when a Lead enters an email address.
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New Lead
Triggers when a new Lead is created.
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Instant
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- Which Tag?
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Instant
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New AI Summary
Triggers when an AI-generated summary is created for a conversation in Intercom.
Trigger
Instant
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New Company
Triggers when a new Company is created.
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Instant
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New Ticket
Triggers when a new Ticket is created in Intercom.
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Instant
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- Tag
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Instant
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Updated Contact
Triggers when a Contact is updated in Intercom.
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- Which Tag?
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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
- ListRequired
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- ObjectRequired
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- ObjectRequired
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- ListRequired
Action
Write
- ListRequired
Action
Write
- ObjectRequired
Action
Write
- ContentRequired
- Deadline
- Assignees
Action
Write
- ListRequired
- Entry IDRequired
Action
Write
- Task IDRequired
- Deadline
- Is Completed
- Assignees
Action
Write
- ObjectRequired
Action
Search

Lead Converted to User
Triggers when a lead converts to a user.
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Instant
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Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
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Instant
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New Conversation Rating
Triggers when a conversation receives a rating.
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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.
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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
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Instant
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New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
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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
- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ObjectRequired
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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- ObjectRequired
Action
Write
- ObjectRequired
- Parent record IDRequired
- Note titleRequired
- Note contentRequired
- Note formatRequired
- Created at
Action
Write
- Storage providerRequired
- Record typeRequired
- Record IDRequired
- Folder IDRequired
- Drive ID
Action
Write
- ListRequired
- Entry IDRequired
Action
Write
- ObjectRequired
- Record IDRequired
Action
Write
- ListRequired
Action
Search

About Attio

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.

Learn more

Related categories

CRM (Customer Relationship Management)

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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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Manage new Intercom leads by creating or updating records in Attio

Update and manage records in Attio when contacts are updated in Intercom

Update records in Attio whenever companies are updated in Intercom

Attio + Intercom

Create or update Attio records for new Intercom conversations

Lead Added Email

New Lead

Tag Added to Lead

New AI Summary

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

List Entry Deleted

Record Created

Record Updated

Create or Update List Entry by Parent Record

Create List Entry

Create Record

Create Task

Update List Entry

Update Task

Find Records

Lead Converted to User

Contact Replied

New Conversation Rating

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

List Entry Created

List Entry Updated

Record Deleted

Task Created

Create or Update Record

Create Note

Create Storage Location

Delete List Entry

Update Record

Find List Entries

About Attio

Related categories

Similar apps

Zapier Interfaces

About Intercom

Related categories

Similar apps

HubSpot

Inbound Now

Related Zap Templates

Related Zap Templates