Intercom
ChartMogul
zapier

An automated workflow using zapier

Connects Intercom + ChartMogul

Add new user tags in Intercom to ChartMogul customers

About this workflow template

This automation scenario allows you to connect Intercom and ChartMogul

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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 ChartMogul can also be integrated using automation tools other than zapier:

Diagram

Add new user tags in Intercom to ChartMogul customers
Workflow diagram: Intercom + ChartMogul integration

How it works?

When this trigger fires in Intercom

Intercom

Tag Added to User in Intercom

Triggers when a User is tagged.

Then these actions happen in ChartMogul

ChartMogul

Add Tag to Customer in ChartMogul

Adds a tag to the customers in ChartMogul that have the given email address.

ChartMogul

Add Tags to a Customer via Email in ChartMogul

Adds tags to the customer in ChartMogul that have the given email address

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new user tags in Intercom to ChartMogul customers.

Part I

Configure Applications

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

    Connect ChartMogul to Zapier.

    Give Zapier access to your ChartMogul account, using ChartMogul 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: Tag Added to User (Triggers when a User is tagged.).

  • Then set up an Action for ChartMogul

    Then set up an Action for ChartMogul

    Choose this action: Add Tag to Customer (Adds a tag to the customers in ChartMogul that have the given email address.).

  • Then set up another Action for ChartMogul

    Choose this action: Add Tags to a Customer via Email (Adds tags to the customer in ChartMogul that have the given email address).

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 ChartMogul.

  • 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 Add new user tags in Intercom to ChartMogul customers!

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
  • ChartMogul

    Add custom attribute to customer

    Adds a custom attribute to the customers in ChartMogul that have the given email address.

    zapier
    actionbyzapier
  • ChartMogul

    Update a customer

    Updates certain modifiable attributes of a customer object in your ChartMogul account.

    integromatzapier
    actionbyintegromatzapier
  • ChartMogul

    Add tag to customer

    Adds a tag to the customers in ChartMogul that have the given email address.

    zapierintegrately
    actionbyzapierintegrately
  • ChartMogul

    Create a customer

    Creates a customer object in ChartMogul under the specified data source.

    integromatzapier
    actionbyintegromatzapier
  • ChartMogul

    Import an invoice

    Creates invoices for a given API customer.

    integromat
    actionbyintegromat
  • ChartMogul

    Add a custom attribute to a customer via email

    Adds custom attributes to the customer in ChartMogul that have the given email address

    zapier
    actionbyzapier

Apps you need

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