This automation scenario allows you to connect Recurly and Intercom
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
Recurly and Intercom can also be integrated using automation tools other than zapier:
When this trigger fires in Recurly
Triggered when a transaction is added.
Then these actions happen in Recurly and Intercom
Tags a user with an event that occurred.
Triggered when a transaction is added.
Submit a Data Event to your Intercom account.
This guide contains information on how to set up an automatic workflow that allows to Add events on Intercom for new transactions on Recurly.
Part I
First, we need to connect Recurly and Intercom to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Recurly to Zapier.
Give Zapier access to your Recurly account, using Recurly credentials.
Connect Intercom to Zapier.
Give Zapier access to your Intercom account, using Intercom 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 Recurly
Choose the following trigger: New Transaction (Triggered when a transaction is added.).
Then set up an Action for Intercom
Choose this action: Add Event (Legacy) (Tags a user with an event that occurred.).
Then set up another Action for Recurly
Choose this action: New Transaction (Triggered when a transaction is added.).
Then set up another Action for Intercom
Choose this action: Create Data Event (Submit a Data Event to your Intercom account.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Recurly and Intercom.
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 events on Intercom for new transactions on Recurly!
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.
Create a new account automatically.
Update an existing account.
Creates a new customer account.
Performs an arbitrary authorized API call.
Create contact
Update contact
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.