Recurly
Intercom
zapier

An automated workflow using zapier

Connects Recurly + Intercom

Add events on Intercom for new transactions on Recurly

About this workflow template

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.

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

Diagram

Add events on Intercom for new transactions on Recurly
Workflow diagram: Recurly + Intercom integration

How it works?

When this trigger fires in Recurly

Recurly

New Transaction in Recurly

Triggered when a transaction is added.

Then these actions happen in Recurly and Recurly

Intercom

Add Event in Intercom

Tags a user with an event that occurred.

Recurly

New Transaction in Recurly

Triggered when a transaction is added.

How to set up this workflow

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

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Recurly to Zapier.

    Connect Recurly to Zapier.

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

  • Connect Intercom to Zapier.

    Connect Intercom to Zapier.

    Give Zapier access to your Intercom account, using Intercom 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 Recurly

    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

    Then set up an Action for Intercom

    Choose this action: Add Event (Tags a user with an event that occurred.).

  • Then set up another Action for Recurly

    Then set up another Action for Recurly

    Choose this action: New Transaction (Triggered when a transaction is added.).

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 Recurly and Intercom.

  • 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 events on Intercom for new transactions on Recurly!

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

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

    zapierautomateio
    triggerbyzapierautomateio
  • 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
  • Recurly

    Create account

    Create a new account automatically.

    zapier
    actionbyzapier
  • Recurly

    Update account

    Update an existing account.

    zapier
    actionbyzapier
  • Recurly

    Create an account

    Creates a new customer account.

    integromat
    actionbyintegromat
  • Recurly

    Make an api call

    Performs an arbitrary authorized API call.

    integromat
    actionbyintegromat
  • Recurly

    Create contact

    Create contact

    integrately
    actionbyintegrately
  • Recurly

    Update contact

    Update contact

    integrately
    actionbyintegrately

Apps you need

Zapier

Zapier

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