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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Lead Added Email" from Intercom.

Add your action

An action happens after the trigger—such as "Create Client" in WHMCS.

You’re connected!

Zapier seamlessly connects Intercom and WHMCS, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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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- Email
  Required
- Note Text
  Required
Action
Write
- Title
  Required
- Description
- Body
- Author
  Required
- State
- Parent Collection
Action
Write
- Event name
  Required
- Created at
- Contact identifier type
  Required
- Metadata
Action
Write
- Ticket type
  Required
- Contact ID
  Required
- Company ID
Action
Write
- Conversation ID
  Required
- Reply Type
  Required
- Reply Body
  Required
- Attachments
Action
Write
- From
  Required
- To
  Required
- Message Type
  Required
- Body
  Required
- 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 Email
  Required
- Full Name
- User ID
- Company ID
- Unsubscribed From Emails
- Phone Number
- Created At
- IP Address
- Custom Attributes
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Field
  Required
- Match Type
  Required
- Conversation Status
- Updated After
- Updated Before
Action
Search
- Search Field
  Required
- Match Type
  Required
- Ticket State
- Updated After
- Updated Before
Action
Search
- Conversation ID
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Search or write
- First Name
- Last Name
- Company Name
- Email
- Address
- City
- State
- Postcode
- Country
- Phone Number
- Password
Action
Write
- Client
  Required
- Name
- Email
- Department
  Required
- Subject
  Required
- Message
  Required
- Priority
- Don't Send Email
Action
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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- Updates
  Required
- 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 type
  Required
- Tag selection method
Action
Write
- Contact Type
  Required
- Message Body
  Required
Action
Write
- User Association Note
- Company
  Required
- Warning
- Name
- Website
- Size
- Monthly Revenue
- Plan
- Industry
- Custom Attributes
Action
Write
- Contact identifier type
  Required
- Tag
  Required
Action
Write
- Contact Identifier
- Message Body
  Required
Action
Write
- Company
  Required
- Tag Name
  Required
- Untag?
Action
Write
- Ticket
  Required
- Title
- Description
- State
- Is Open
- Snoozed Until
- Assigned Admin
Action
Write
- Email
  Required
- Custom Attributes
- Created At
- User ID
- Full Name
- IP Address
Action
Write
- Search Mode
- Search Value
Action
Search
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Mode
- Search Value
- User Association Note
- Company Name
  Required
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write
- Status
Trigger
Polling
Try It
- Client
  Required
- Create Date
- Due Date
- Item 1 Description
- Item 1 Amount
- Item 1 Taxed
- Tax Rate
- Second Tax Rate
- Payment Method
- Auto Apply Credit
- Notes
- Send Invoice
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Intercom and WHMCS to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Intercom on the Zapier blog

Make work flow with AI

Level up your Intercom to WHMCS integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Intercom + WHMCS integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Intercom and WHMCS

How do I set up the integration between Intercom and WHMCS?

To set up the integration, you need to connect your Intercom and WHMCS accounts via our platform. This involves authorizing access for both applications. Once connected, you can start creating workflows.

Can I create automated triggers in WHMCS using data from Intercom?

Yes, you can set up triggers in WHMCS based on events or data changes in Intercom. For example, when a new user is added in Intercom, an account could be automatically created in WHMCS.

What types of actions can be performed in Intercom based on WHMCS triggers?

You can configure actions such as sending messages or updating user attributes in Intercom whenever specified triggers occur in WHMCS.

Is it possible to update a user's status in WHMCS when their status changes in Intercom?

Absolutely, you can synchronize a user's status updates between Intercom and WHMCS using our platform's automation capabilities. This keeps information consistent across both platforms.

What should I do if the integration between Intercom and WHMCS stops working?

If the integration stops working, first check if both accounts are still connected and authorized on our platform. If they are disconnected, you may need to reauthorize them.

Can I automate customer communication through this integration?

Yes, automating customer communication is possible by setting triggers such as a new order placed in WHMCS to send a personalized message via Intercom automatically.

Does integrating with our platform affect existing settings or data within Intercom or WHMCS?

Integrating through our platform doesn't alter existing settings or data within either application unless explicitly configured actions are triggered to do so.

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.

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About WHMCS

WHMCS is a complete client management package, supporting billing & support solutions for any online business.

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