This automation scenario allows you to connect Intercom and Status Hero
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.
Categories
Intercom and Status Hero can also be integrated using automation tools other than zapier:
When this trigger fires in Intercom
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).
Then this action happens in Status Hero
Records an activity and adds it to the next check-in for a specific team member.
This guide contains information on how to set up an automatic workflow that allows to View new closed Intercom conversations as activities in Status Hero.
Part I
First, we need to connect Intercom and Status Hero to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Intercom to Zapier.
Give Zapier access to your Intercom account, using Intercom credentials.
Connect Status Hero to Zapier.
Give Zapier access to your Status Hero account, using Status Hero credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Intercom
Choose the following trigger: New Closed Conversation (Legacy) (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).).
Then set up an Action for Status Hero
Choose this action: Record Activity (Records an activity and adds it to the next check-in for a specific team member.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Intercom and Status Hero.
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 View new closed Intercom conversations as activities in Status Hero!
Triggers when a new User is created.
Triggers when a User is tagged.
Triggers when a Lead enters an email address.
Triggers when a new conversation is created by a user in Intercom.
Triggers when a new Lead is created.
Triggers when a Lead is tagged.
Records an activity and adds it to the next check-in for a specific team member.
Adds an activity to Status Hero.
Adds a absence record for a member, by the ID or slug of the team member
Creates a team-wide holiday for your team. Note: Check-ins and reports are skipped for team holidays.
Add a team-wide holiday.
Mark a team member as absent for a future date.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.