Formstack + Intercom

Create Intercom notes for new Formstack submissions

Enhance your customer support with this efficient workflow that connects Formstack and Intercom. When a new submission is received in Formstack, a note will be added to Intercom, keeping your support team informed and up-to-date. Save time by streamlining your processes and ensure important information is readily available when it's needed most.

When this happens...
New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
TriggerInstant
automatically do this!
Add Note
Add a note to a user.
ActionWrite

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Supported triggers and actions

What does this mean?

New Form
Triggers when a new Form is created.
Trigger
Scheduled
Try It
- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
Lead Added Email
Triggers when a Lead enters an email address.
Trigger
Instant
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- Which Tag?
Trigger
Instant
Try It

New Company
Triggers when a new Company is created.
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
Try It

Updated Contact
Triggers when a Contact is updated in Intercom.
Trigger
Instant
Try It
New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
Try It
- EmailRequired
- Event NameRequired
- Metadata
Action
Write
- Contact Identifier
- Message BodyRequired
Action
Write
- CompanyRequired
- Tag NameRequired
- Untag?
Action
Write
- EmailRequired
- 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

- FormRequired
- Field identification
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
Try It
Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Trigger
Instant
Try It
- Message body format
Trigger
Instant
Try It
New Conversation
Triggers when a new Conversation is created by a User in Intercom.
Trigger
Instant
Try It
- Tag
Trigger
Instant
Try It
- Which Tag?
Trigger
Instant
Try It
- EmailRequired
- Note TextRequired
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
- LeadRequired
- Tag NameRequired
- Untag?
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
- Api Docs Info
- 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

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

Learn more Help

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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 Help

Related categories

Customer Support

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PRODUCTS

CAPABILITIES

By team

Formstack + Intercom

Create Intercom notes for new Formstack submissions

New Form

Create Form Submission

User Agent

Remote Address

Mark Submission as "read"?

Lead Added Email

New Lead

Tag Added to Lead

Which Tag?

New Company

New User

Updated Contact

New Unsubscription

Add Event

EmailRequired

Event NameRequired

Metadata

Send Incoming Message

Contact Identifier

Message BodyRequired

Add/Remove Tag on Company

CompanyRequired

Tag NameRequired

Untag?

Add/Remove Tag on User

EmailRequired

Tag NameRequired

Untag?

Create/Update Lead

Lead ID

Full Name

Email

Phone Number

Unsubscribed From Emails

Created At

IP Address

Custom Attributes

Create User

EmailRequired

Custom Attributes

Created At

User ID

Full Name

IP Address

Find Company

Search Mode

Search Value

Find User

Search ModeRequired

Search ValueRequired

Find or Create Company

Search ModeRequired

Search ValueRequired

User Association Note

Company NameRequired

Plan

Size

Website

Industry

Custom Attributes

Monthly Revenue

New Form Submission

FormRequired

Field identification

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Lead Converted to User

Contact Replied

New Closed Conversation