Clay + Intercom

Create new Clay records for every new Intercom user

Automate your onboarding process by utilizing this workflow. As soon as a new user joins through Intercom, a record is instantly created in the Clay app. An efficient solution to manage new users, this workflow saves time and ensures you capture necessary information for your growing user base.

When this happens...
New User
Triggers when a new User is created.
TriggerInstant
automatically do this!
Create Record in Table
Creates a new record in a table.
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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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.
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
- Skipped
Action
Write
Find Select Option ID for Table Field
Finds a Select Option ID by its text value
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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- 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
- Skipped
Action
Write
Find Row in Table
Find a row in a table.
Action
Search
Find User
Finds a user in a Workspace by email, name, or id
Action
Search

About Clay

Clay is a simple spreadsheet interface, yet powerful automation platform that allows you to build internal tooling and automations to streamline your marketing, sales, and recruiting.

Learn more

Related categories

Spreadsheets

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