Intercom
Status Hero
zapier

An automated workflow using zapier

Connects Intercom + Status Hero

View new closed Intercom conversations as activities in Status Hero

About this workflow template

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.

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

Diagram

View new closed Intercom conversations as activities in Status Hero
Workflow diagram: Intercom + Status Hero integration

How it works?

When this trigger fires in Intercom

Intercom

New Closed Conversation (Legacy) 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

Status Hero

Record Activity in Status Hero

Records an activity and adds it to the next check-in for a specific team member.

How to set up this workflow

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

Configure Applications

First, we need to connect Intercom and Status Hero 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 Status Hero to Zapier.

    Connect Status Hero to Zapier.

    Give Zapier access to your Status Hero account, using Status Hero 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: 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

    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

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 Status Hero.

  • 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 View new closed Intercom conversations as activities in Status Hero!

Supported triggers and actions

  • Intercom

    New user

    Triggers when a new User is created.

    zapierautomateioalbato
    triggerbyzapierautomateioalbato
  • 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-connectalbato
    triggerbyzapierpipedreampabbly-connectalbato
  • 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.

    zapierautomateioalbato
    triggerbyzapierautomateioalbato
  • Intercom

    Tag added to lead

    Triggers when a Lead is tagged.

    zapierpipedreampabbly-connect
    triggerbyzapierpipedreampabbly-connect
  • Status Hero

    Record activity

    Records an activity and adds it to the next check-in for a specific team member.

    zapier
    actionbyzapier
  • Status Hero

    Add status activity

    Adds an activity to Status Hero.

    integromat
    actionbyintegromat
  • Status Hero

    Add member absence

    Adds a absence record for a member, by the ID or slug of the team member

    integromatintegrately
    actionbyintegromatintegrately
  • Status Hero

    Create team holiday

    Creates a team-wide holiday for your team. Note: Check-ins and reports are skipped for team holidays.

    zapier
    actionbyzapier
  • Status Hero

    Add team absence

    Add a team-wide holiday.

    integromatintegrately
    actionbyintegromatintegrately
  • Status Hero

    Create member absence

    Mark a team member as absent for a future date.

    zapier
    actionbyzapier

Apps you need

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Zapier

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