Custify + Intercom

Manage playbook steps in Custify by tagging or detagging companies in Intercom

Stay in control of your customer interactions with this smart workflow. When a step is executed in Custify, corresponding tags will be added or removed in Intercom for the respective company. This automation ensures you maintain relevant and organized interactions across your applications, simplifying your customer management process. Minimize manual effort and streamline communication with this seamless integration.

When this happens...
Playbook Step
Triggers when a company enters the selected playbook step.
TriggerInstant
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Add/Remove Tag on Company
Attach or remove a tag from a specific company.
ActionWrite

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Supported triggers and actions

What does this mean?

- SegmentRequired
Trigger
Instant
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- SegmentRequired
Trigger
Instant
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- PlaybookRequired
Trigger
Instant
Try It
- New custom attribute
Action
Write
- User IDRequired
- Company IDRequired
Action
Write

- User ID
- Email
- NPS scoreRequired
- Comment
- NPS date and time
Action
Write
- Company IDRequired
- Task nameRequired
- Task description
- Task due date
- Task priorityRequired
Action
Write

- New custom attribute
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- New custom attribute
Action
Search or write
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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- 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 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
- Event nameRequired
- Created at
- Contact identifier typeRequired
- Metadata
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
- CompanyRequired
- Monthly Revenue
- Plan
- 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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- 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
- Search ModeRequired
- Search ValueRequired
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Search or write

- SegmentRequired
Trigger
Instant
Try It
- SegmentRequired
Trigger
Instant
Try It
- PlaybookRequired
Trigger
Instant
Try It
- Event nameRequired
- Event date and timeRequired
- User ID
- Email
- Company ID
- Metadata
Action
Write
- Company ID
- User ID
- TextRequired
Action
Write
- New custom attribute
Action
Write
- New custom attribute
Action
Write
- Company name
- Company ID
Action
Search
- Company name
- Company ID
- New custom attribute
Action
Search or write
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 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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- 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
- TagRequired
Action
Write
- Contact identifier typeRequired
- TagRequired
Action
Write
- Contact Identifier
- Message BodyRequired
Action
Write
- CompanyRequired
- Tag NameRequired
- Untag?
Action
Write
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
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
- User Association Note
- Company NameRequired
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write

About Custify

Custify is a customer success platform that helps you better meet customers' needs, reducing churn and increasing lifetime value.

Related categories

Customer Appreciation

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 Help

Related categories

Customer Support

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PRODUCTS

CAPABILITIES

By team

Custify + Intercom

Manage playbook steps in Custify by tagging or detagging companies in Intercom

Company Enters Segment

Person Enters Segment

SegmentRequired

Person Playbook Step

PlaybookRequired

Create Company

New custom attribute

Link Person to Company

User IDRequired

Company IDRequired

Send NPS

User ID

Email

NPS scoreRequired

Comment

NPS date and time

Create Task

Company IDRequired

Task nameRequired

Task description

Task due date

Task priorityRequired

Update Person

New custom attribute

Find Person

EmailRequired

Find or Create People

EmailRequired

New custom attribute

Lead Converted to User

Contact Replied

New Closed Conversation

Message body format

New Conversation

New User

Updated Contact

Tag Added to User

Which Tag?

Add Note

EmailRequired

Note TextRequired

Create Data Event

Event nameRequired

Created at

Contact identifier typeRequired

Metadata

Reply to Conversation

Conversation IDRequired

Reply TypeRequired

Reply BodyRequired

Attachments

Send Message to Contact

FromRequired

ToRequired

Message TypeRequired

BodyRequired

Subject

Template

Create Conversation Without Contact Reply?

Update Company

CompanyRequired

Monthly Revenue

Plan

Custom Attributes

Create/Update User

Lookup EmailRequired

Full Name

User ID

Company ID

Unsubscribed From Emails

Phone Number

Created At

IP Address

Custom Attributes

API Request (Beta)