The name of the event that occurred. This is presented to your App’s admins when filtering and creating segments. For example, updated-plan.

Limited to max 5 key/value pairs.

Specify the user you would like to tag or untag.

You can also select Custom Value from the dropdown and add a tag name. If a tag with a matching name doesn't exist, a new one will be created automatically.

If Yes is selected, the tag will be removed from the User.

The "ID" value from a previous search step. If no ID is provided, a new Lead will be created. (Note: this is different from the "user_id" value).

The email you want to assign to the lead.

The phone number you want to assign the lead.

If you want the current datetime to be used, try entering "now".

An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).

Key/value pairs containing any other data about the user you want Intercom to store.

Field names must not contain Periods (‘.’) or Dollar (‘$’) characters. .

Key/value pairs containing any other data about the user you want Intercom to store.

If you want the current datetime to be used, try entering "now".

A unique string identifier for the user.

An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).

Which value would you like to search by? You can use the company Name or Company ID (which returns the most recent result).

Put your desired search value here. (e.g. If it's the company name, make sure the Search Mode is set to name)..

Which value would you like to search by? You can use an Email, ID, or User ID (which returns the most recent result).

Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).

Which value would you like to search by? You can use the company Name or Company ID (which returns the most recent result).

Put your desired search value here. (e.g. If it's the company name, make sure the Search Mode is set to name)..

How much revenue the company generates for your business each month.

The name of the plan you have associated with the company.

Key/value pairs containing any other data about the user you want Intercom to store.

Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.

If no, only messages sent by users will trigger the Zap. If yes, messages sent by users and slackbots will trigger the Zap.

Warning: Slackbots don't have profiles. If yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!

Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel. Note: This trigger only supports attachment information for messages generated by bots. If you need to retrieve attachment information from non-bots, see this help document.

If no, only messages sent by users will trigger the Zap. If yes, messages sent by users and slackbots will trigger the Zap.

Warning: Slackbots don't have profiles. If yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!

Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.

Trigger on files created by a single user.

Trigger when files are shared with you. Please note that this will trigger on created files as well.

Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.

If no, only messages sent by users will trigger the Zap. If yes, messages sent by users and slackbots will trigger the Zap.

Warning: Slackbots don't have profiles. If yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!

Only triggers when this reaction is added to a message. Use the dropdown to select one of your team's custom emoji or select Use a Custom Value and enter the name of a standard emoji. Use this cheat sheet for reference and be sure not to include the colons. Note that you cannot use an emoji's alias in this field.

Only triggers on reactions added on messages in this public channel. Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.

Only triggers on reactions added by this user.

Toggle to send to multiple users.

Specify text of the message to send. Check out the formatting help doc for advanced options.

If you choose no, this message will appear to come from you. Direct messages are always sent by bots.

Specify the bot name which appears as a bold username above the message inside Slack. Defaults to Zapier. When using Schedule At, this field will be ignored by slack.

Either an image url or an emoji available to your team (surrounded by :). For example, https://site.com/icon_256.png or :robot_face:. When using Schedule At, this field will be ignored by slack.

If you choose yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.

If specified, this will upload the given image URL to Slack and attach it to the message separately.

Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.

If no, any usernames and channels mentioned won't be linked (or mentioned). Also affects @channel and @group. Unfortunately, @here notifications cannot be sent by Zapier.

Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a ts or permalink field. This option does not support Bot Name and Bot Icon customization and will default to Zapier as bot name and icon.

Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.

Specify text of the message to send. Check out the formatting help doc for advanced options.

If you choose no, this message will appear to come from you. Direct messages are always sent by bots.

Specify the bot name which appears as a bold username above the message inside Slack. Defaults to Zapier. When using Schedule At, this field will be ignored by slack.

Either an image url or an emoji available to your team (surrounded by :). For example, https://site.com/icon_256.png or :robot_face:. When using Schedule At, this field will be ignored by slack.

If you choose yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.

If specified, this will upload the given image URL to Slack and attach it to the message separately.

Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.

If no, any usernames and channels mentioned won't be linked (or mentioned). Also affects @channel and @group. Unfortunately, @here notifications cannot be sent by Zapier.

Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a ts or permalink field. This option does not support Bot Name and Bot Icon customization and will default to Zapier as bot name and icon.

Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.

If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example: 1345232312616.1231232.

If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.

Otherwise, add a search step and fetch the message you want.

If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.

Fields left blank will be ignored.

Fields left blank will be ignored.

Fields left blank will be ignored.

Changing a user's email address will send an email to both the old and new addresses, and also post a slackbot to the user informing them of the change.

Update selected values on this user's profile. This argument may only be specified by team admins on paid teams. Defaults to your status, when blank.

Note: Zapier's Slack app supports a limited set of OAuth scopes/permissions, thus many of Slack's API endpoints aren't currently feasible.

API docs for Slack are located here https://api.slack.com/methods

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

Search is case-insensitive

For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true

We search the normalized name, so don't worry about accents

For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true

Application event being subscribed to.

The Deal event being subscribed to.

The Message event being subscribed to.

*Note: Only works for messages sent after zap was turned on.

The Partnership event being subscribed to.

*Note: Partnership Account Claimed event is only sent if a Partner has not already claimed their account.

The Transaction event being subscribed to.

The unique key of the partner who owns this deal. (e.g. 'gstest').

Unique key to reference this Deal (e.g. deal_1234).

First name of the account's contact.

Last name of the account's contact.

Deal amount in cents.

Expected close date of deal.

Current stage of this deal. Must appear in Deals Stage list found in Group Settings.

Additional information about the Deal e.g. position: CEO, company_size: 100. *Note: Field must be present in Groups > Deal Registration.

(e.g. Top Earners) The name of the group that you want this partner to be placed into. Case Sensitive. If left empty the Partner will be added to the Default Group.

(e.g. jsmith). The partner_key that you want to assign to this partner, note that this must be unique from any other partner_key in your program. If left empty, partner_key will be generated automatically.

An internal reference that you wish to apply to this partnership for tracking purposes. e.g. ref: landing_page.

The key of the partner who referred this customer. This partner key is often (but not always) found at the end of a referral link (example: Evernote.grsm.io/PartnerKeyHere).

Unique Identifier for you customer. If you do not have an internal reference for the customer it is recommended you use the customer's email address as their customer_key. *Note: Multiple customers with the same key are not allowed and will throw an error.

The unique key of the partner who owns this deal. (e.g. 'gstest').

Unique key to reference this Deal (e.g. deal_1234).

First name of the account's contact.

Last name of the account's contact.

Deal amount in cents.

Expected close date of deal.

Current stage of this deal. Must appear in Deals Stage list found in Group Settings.

Additional information about the Deal e.g. position: CEO, company_size: 100. *Note: Field must be present in Groups > Deal Registration.

Current partner key/email of the partner.

Group name Lowercase, No-Caps (eg. name: "Top Sellers", slug: "topsellers").

New Partner Key to be assigned to Partner.

Unique Identifier for you customer. If you do not have an internal reference for the customer it is recommended you use the customer's email address as their customer_key. *Note: Multiple customers with the same key are not allowed and will throw an error.

The key of the partner who referred this customer. This partner key is often (but not always) found at the end of a referral link (example: Evernote.grsm.io/PartnerKeyHere).

Enter the partner key or their email.

(e.g. Top Earners) The name of the group that you want this partner to be placed into. Case Sensitive. If left empty the Partner will be added to the Default Group.

(e.g. jsmith). The partner_key that you want to assign to this partner, note that this must be unique from any other partner_key in your program. If left empty, partner_key will be generated automatically.

An internal reference that you wish to apply to this partnership for tracking purposes. e.g. ref: landing_page.

The email address of the user you wish to add a note to.

How much revenue the company generates for your business each month.

The name of the plan you have associated with the company.

Key/value pairs containing any other data about the user you want Intercom to store.

Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.

We will use this email and the User ID below, if provided, to look up the user in Intercom.io and update information from the fields below. If both email and User ID are provided, both must match an existing record for it to be found. If the user does not exist yet, we will create the user.

A unique string identifier for the user. If provided, used as part of the search for existing users. If the User ID does not match the existing record with the email address specified above, a new user record will be created.

Associates the user with a company in Intercom.

The phone number of the user.

If you want the current datetime to be used, try entering "now".

An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).

Key/value pairs containing any other data about the user you want Intercom to store.

Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.

API docs for Intercom are located here https://developers.intercom.com/reference

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

Which value would you like to search by? You can use an ID, Email, or User ID (which returns the most recent result).

Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).

Enter the name of the company you're trying to find.

How much revenue the company generates for your business each month.

The name of the plan you have associated with the company.

Key/value pairs containing any other data about the user you want Intercom to store.

Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.

Which value would you like to search by? You can use an ID, Email, or User ID (which returns the most recent result).

Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).

The "ID" value from a previous search step. If no ID is provided, a new Lead will be created. (Note: this is different from the "user_id" value).

The email you want to assign to the lead.

The phone number you want to assign the lead.

If you want the current datetime to be used, try entering "now".

An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).

Key/value pairs containing any other data about the user you want Intercom to store.

Field names must not contain Periods (‘.’) or Dollar (‘$’) characters. .

Choose yes to trigger when someone creates a new name for an existing emoji.

Linked mentions of this user will trigger the zap. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.

Mentions of this word will trigger the zap. Case insensitive. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.

If no, only messages sent by users will trigger the Zap. If yes, messages sent by users and slackbots will trigger the Zap.

Warning: Slackbots don't have profiles. If yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!

The actual reminder text that should be sent to yourself or a user. To include URLs, Slack uses this syntax.

Slack parses natural language like "in 15 minutes" or "every Thursday". Times are relative to when the Zap actually runs.

Pick a user to remind. If you pick no one, you will be reminded.

Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.

Specify text of the message to send. Check out the formatting help doc for advanced options.

If you choose no, this message will appear to come from you. Direct messages are always sent by bots.

Specify the bot name which appears as a bold username above the message inside Slack. Defaults to Zapier. When using Schedule At, this field will be ignored by slack.

Either an image url or an emoji available to your team (surrounded by :). For example, https://site.com/icon_256.png or :robot_face:. When using Schedule At, this field will be ignored by slack.

If you choose yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.

If specified, this will upload the given image URL to Slack and attach it to the message separately.

Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.

If no, any usernames and channels mentioned won't be linked (or mentioned). Also affects @channel and @group. Unfortunately, @here notifications cannot be sent by Zapier.

Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a ts or permalink field. This option does not support Bot Name and Bot Icon customization and will default to Zapier as bot name and icon.

Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.

If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example: 1345232312616.1231232.

If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.

Otherwise, add a search step and fetch the message you want.

If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.

Name for the channel to be created. Channel names are normalized by converting to lowercase, replacing any non-allowed characters with hyphens or underscore, and truncating to 80 characters.

Slack will auto-link @names and #channels where applicable.

Leave empty to clear.

Use any emoji that's available in your Slack team, with leading and trailing :.

If emoji is blank when text isn't, :speech_balloon: is used by default. If both text and emoji are empty, your status will be cleared.

Provide a specific date & time for this status to expire. Statuses will not expire by default.

You can also specify a duration for this status by entering in a value like in 60 minutes, for example. Check out other ways you can use this field here.

Search query to use for finding matching messages. See the Slack Search Documentation for more information on constructing a query.

Sort messages by their match strength or by their date. Default is score.

Sort matching messages in ascending or descending order. Default is descending.

Search is case-insensitive

For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true

The leading @ is optional

For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true

The Customer Event being subscribed to.

The Lead event being subscribed to.

The Offer event being subscribed to.

The Reward event being subscribed to.

The Partner's partner_key. Will apply Action to Partner.

• Select if the partner completed the action.

The Customer that took the Action.

• Select if customer completed the action
• If both customer_key and partner_key are present, the action will be performed by the customer.

The name of the action in the form noun_verb. If the action is a Rewardable Event name must match the value set up with Customer Success. "e.g. post_created displays as 'Customer/Partner created (value) post(s)' in dashboard".

If the partner_key is supplied the action will be marked as being completed by the partner. If customer_key is supplied the action will be marked as being completed by the customer (even if partner_key is supplied).

Optional counter of the number of Actions completed. (Default: 1).

The unique key of the partner who owns this deal. (e.g. 'gstest').

The lead's email address.

First name of the Lead.

Last name of the Lead.

The name of company that this lead works at (e.g. PartnerStack).

The status of this lead, on create can either be 'new' or 'qualified'.

Additional information about the Deal e.g. position: CEO, company_size: 100. *Note: Field must be present in Groups > Deal Registration.

(e.g. cus_a80cb515fe) A unique identifier used to reference the customer.

The amount of the transaction in Cents. e.g. Enter 2000 for $20.00.

(e.g. USD) Must be the ISO 3 character code. *Note: If no currency supplied, currency will be marked as USD.

(e.g. tran_a80cb515fe) A unique identifier used to reference the Transaction. *Note: Multiple transactions with the same key are not allowed and will throw an error.

"e.g pro_plan". Name of product being purchased. Optional key to identify product purchased or to match a product specific reward. (Must match the product_key set up by your Customer Success Manager (CSM)).

The unique identifier for this customer.

New unique Identifier for customer.

The partner key of the partner who referred this customer.

A key generated by your payment processor or 3rd party tool (example: Stripe Customer ID "cus_321bl5lvh324").

Unique Identifier for Lead.

The lead's email address.

First name of the Lead.

Last name of the Lead.

The name of company that this lead works at (e.g. PartnerStack).

The status of this lead, on create can either be 'new' or 'qualified'.

Additional information about the Deal e.g. position: CEO, company_size: 100. *Note: Field must be present in Groups > Deal Registration.

Enter the customer key or their email.

Enter the partner key or their email.

The lead's email address.

The unique key of the partner who owns this deal. (e.g. 'gstest').

First name of the Lead.

Last name of the Lead.

The name of company that this lead works at (e.g. PartnerStack).

The status of this lead, on create can either be 'new' or 'qualified'.

Additional information about the Deal e.g. position: CEO, company_size: 100. *Note: Field must be present in Groups > Deal Registration.