Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Basecamp 2
Trigger: Watch calendar events
Intercom
Action: Select an action
1. Select a trigger
  • Triggers when a new calendar event is added or an existing calendar event is updated in a calendar being watched.

  • Triggers when a new calendar is added or an existing calendar is updated in a project being watched.

  • Triggers when a new document is added or an existing document is updated in a project being watched.

  • Triggers when a new event is added to a project being watched.

  • Triggers when a new file is added to a project being watched.

  • Triggers when a new To-Do list is added or an existing To-Do list is updated in a project being watched.

  • Triggers when a new To-Do is added or an existing To-Do is updated in a project being watched.

2. Select an action
  • Assigns a conversation to an admin or team.

  • Attaches or detaches a company from a user.

  • Attaches or detaches a tag from a company.

  • Attaches or detaches a tag from a user.

  • Attaches or detaches a tag from a conversation.

  • Closes a conversation.

  • Creates a new contact (user or lead).

  • Create a conversation initiated by a user or lead.

  • Creates a note associated to a contact.

  • Creates a message for an in-app conversation or email conversation.

  • Creates or updates a company.

  • Creates or updates a data attribute for contacts or companies.

  • Creates or updates a tag.

  • Deletes a contact.

  • Deletes a tag.

  • Retrieves a company.

  • Retrieves a contact.

  • Retrieves a note associated to a contact.

  • Retrieves a conversation.

  • Retrieves a segment.

  • Retrieves an admin.

  • Retrieves the authenticated user.

  • Performs an arbitrary authorized API call.

  • Marks a conversation as read.

  • Merges a lead into a user.

  • Opens a snoozed or closed conversation.

  • Replies to a conversation with a message on behalf of a contact or admin or with a note for admins.

  • Sets an admin on "away" for the inbox.

  • Snoozes a conversation to reopen on a future date.

  • Submits a contact event.

  • Updates a contact.

  • Updates the custom attributes of a conversation.

Select a trigger and an action

Create workflow (opens in a new tab)