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

- SegmentRequired
Trigger
Instant
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- SegmentRequired
Trigger
Instant
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- PlaybookRequired
Trigger
Instant
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- New custom attribute
Action
Write
- 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 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

- SegmentRequired
Trigger
Instant
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- SegmentRequired
Trigger
Instant
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- PlaybookRequired
Trigger
Instant
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- User ID
- Email
- CSAT scoreRequired
- Comment
- Submitted At
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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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

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

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Manage new Custify playbook steps by adding or removing user tags in Intercom

Tag or untag Intercom companies when they enter a segment in Custify

Adjust Intercom company tags when company leaves a segment in Custify

Custify + Intercom

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

Company Enters Segment

Person Enters Segment

Person Playbook Step

Create Company

Send Event

Create Note

Create Person

Update Company

Find Company

Find or Create Company

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

Company Leaves Segment

Person Leaves Segment

Playbook Step

Send CSAT

Link Person to Company

Send NPS

Create Task

Update Person

Find Person

Find or Create People

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

About Custify

Related categories

About Intercom

Related categories

Similar apps

HubSpot

Inbound Now

Related Zap Templates

Related Zap Templates