Intercom

• New Message from a User: Triggers when a new message is added by a user

• Lead Added Email: Triggers when a lead email ID is added

• Reply from a User: Triggers when a user replies

• Reply from a Teammate: Triggers when a teammate replies

• Note Added to Conversation: Triggers when a note is added to a conversation

• Conversation Assigned to Teammate: Triggers when a new conversation is assigned to a teammate

• User Created: Triggers when a new user is created

• User Email Updated: Triggers when the email ID of an existing user is updated

• User Unsubscribed from Email: Triggers when a user is unsubscribed from the email

• User Tagged: Triggers when a user is tagged

• User Untagged: Triggers when a user is untagged

• Company Created: Triggers when a new company is created

• List Users: Get a list of users

• Update Lead: Update a specific lead

• List Notes: Get a list of notes

• List Leads: Get a list of leads

• ist Conversations: Get a list of conversations

• List Companies: Allows you to list companies

• Get Note: This activity lets you get a note

• Get Count: This activity lets you get a count

• Delete User: This activity lets you delete a user

• Delete Lead: This activity lets you delete a contact

• Create or Update User: This activity lets you create or update a user

• Create or Update Company: This activity lets you create or update a company

• Create Note: This activity lets you create a note

• Create Lead: Create a new contact

• Submit Event: Submit the specified event

• Reply to Conversation as Admin: Reply to a conversation as an admin

• Reply to Conversation as User: Reply to a conversation as a user

• Get Conversation Details: Retrieve the details of the specific conversation

• User or Lead Initiate a Conversation: Initiate a conversation with a user or a lead

• Admin Initiate a Conversation: Initiate a conversation on behalf of an admin

How do I retrieve the relevant IDs from my account?

Intercom action fields fetch these IDs with the help of API calls so that you can directly select them from the lookup. In order to enter these IDs manually, search for the appropriate ID in your Intercom UI.

There are four types of IDs that we get in our Intercom account.

• Intercom ID

• User ID

• Intercom User ID

• Lead User ID

The first two IDs are associated with a user and the last two IDs are associated with a lead.

To retrieve the user associated IDs, go to your Intercom account, and select the All users option. Now, select a user whose ID you want to view, say Sam. A user activity window will open highlighting the details of the user. Scroll down the window and look for the Details section where you can see the User ID of Sam. At the same time, take a look at the URL of the account. The URL highlights the Intercom ID of the user, which is a hexadecimal number, for example: 123abc456def.

Follow the same procedure to retrieve the Intercom User ID and the Lead User ID.

Go to the All leads option and select a lead user whose ID you want to view, say John. A user activity window will open highlighting the details of the user. Scroll down the window and look for the Details section where you can see the Lead User ID of John. At the same time, take a look at the URL of the account. The URL highlights the Lead User ID of the user, which is a hexadecimal number, for example: abc123def456.