Intercom
AskNicely
zapier

An automated workflow using zapier

Connects Intercom + AskNicely

Send AskNicely NPS surveys to new customers in Intercom

About this workflow template

This automation scenario allows you to connect Intercom and AskNicely

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Intercom and AskNicely can also be integrated using automation tools other than zapier:

Diagram

Send AskNicely NPS surveys to new customers in Intercom
Workflow diagram: Intercom + AskNicely integration

How it works?

When this trigger fires in Intercom

Intercom

Lead Converted to User in Intercom

Triggers when a lead converts to a user.

Then this action happens in AskNicely

AskNicely

Add Survey Participant in AskNicely

Add a new survey participant.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send AskNicely NPS surveys to new customers in Intercom.

Part I

Configure Applications

First, we need to connect Intercom and AskNicely to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Intercom to Zapier.

    Connect Intercom to Zapier.

    Give Zapier access to your Intercom account, using Intercom credentials.

  • Connect AskNicely to Zapier.

    Connect AskNicely to Zapier.

    Give Zapier access to your AskNicely account, using AskNicely credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Intercom

    Set up a Trigger action for Intercom

    Choose the following trigger: Lead Converted to User (Triggers when a lead converts to a user.).

  • Then set up an Action for AskNicely

    Then set up an Action for AskNicely

    Choose this action: Add Survey Participant (Add a new survey participant.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Intercom and AskNicely.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Send AskNicely NPS surveys to new customers in Intercom!

Supported triggers and actions

  • Intercom

    New user

    Triggers when a new user is created.

    zapierautomateio
    triggerbyzapierautomateio
  • Intercom

    Tag added to user

    Triggers when a User is tagged.

    zapierpipedreampabbly-connect
    triggerbyzapierpipedreampabbly-connect
  • Intercom

    Lead added email

    Triggers when a Lead enters an email address.

    zapierpipedreampabbly-connect
    triggerbyzapierpipedreampabbly-connect
  • Intercom

    New conversation (legacy)

    Triggers when a new conversation is created by a user in Intercom.

    zapier
    triggerbyzapier
  • Intercom

    New lead

    Triggers when a new Lead is created.

    zapierautomateio
    triggerbyzapierautomateio
  • Intercom

    New closed conversation

    Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

    zapierpipedream
    triggerbyzapierpipedream
  • AskNicely

    Add survey participant

    Add a new survey participant.

    zapier
    actionbyzapier
  • AskNicely

    Add person

    Add a person to AskNicely.

    zapier
    actionbyzapier
  • AskNicely

    Add contact

    Add contact

    pipedream
    actionbypipedream
  • AskNicely

    Get contact

    Get contact

    pipedream
    actionbypipedream
  • AskNicely

    Get responses

    Get responses

    pipedream
    actionbypipedream
  • AskNicely

    Send survey

    Send survey

    pipedream
    actionbypipedream

Apps you need

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