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How Zapier works

Zapier makes it easy to integrate Onboard.io with Intercom - no code necessary. See how you can get setup in minutes.

Select a trigger from Onboard.io

A trigger is an event that starts your Zap and runs the workflow. For example, with Onboard.io, a trigger could be "Customer Custom Field Updated."

A trigger is the event that kicks off your automated workflow.

Setup an action from Intercom

An action is what takes place after the automation is triggered. For example, with Intercom, the action could be "Add Note."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Onboard.io to Intercom

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Onboard.io to Intercom integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Onboard.io and Intercom to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Custom Field
Trigger
Instant
Try It
- Custom Field
Trigger
Instant
Try It
New Map
Triggers when a new Map is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new onboardee customer is created.
Trigger
Scheduled
Try It
New Team Member
Triggers when a new Team Member is created.
Trigger
Scheduled
Try It

- Map ID
  Required
- Team Member
  Required
Action
Write
- Message
  Required
- Task ID
  Required
- Mention
Action
Write

- Company Name
  Required
- Description
Action
Write
- Team Member
  Required
- First Name
  Required
- Last Name
  Required
- Account Type
  Required
- Role
  Required
Action
Write
- Map ID
  Required
- Task Name
Action
Write
- Map ID
  Required
- Team Member
  Required
- Assign Tasks
- Assign to Roles
- Assign to Roles (Name)
Action
Write
- Map ID
  Required
- Company Name
  Required
- Status
- Owner
  Required
- Target Launch Date
- Notes
- External ID
- Automatically adjust task due dates according to the new target launch date?
Action
Write
- Map
Action
Search
- Company Name
  Required
Action
Search
Lead Added Email
Triggers when a Lead enters an email address.
Trigger
Instant
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- Which Tag?
Trigger
Instant
Try It
- Message body format
Trigger
Instant
Try It
New Conversation
Triggers when a new Conversation is created by a User in Intercom.
Trigger
Instant
Try It
New User
Triggers when a new User is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a Contact is updated in Intercom.
Trigger
Instant
Try It
- Which Tag?
Trigger
Instant
Try It
- Team Member
  Required
- Note Text
  Required
Action
Write
- Contact Type
  Required
- Note Text
  Required
Action
Write
- User Association Note
- Company
  Required
- Warning
- Company Name
  Required
- Company Website
- Size
- Monthly Revenue
- Plan
- Industry
- Custom Attributes
Action
Write
- Contact identifier type
  Required
- Map
Action
Write
- Contact Identifier
- Note Text
  Required
Action
Write
- Company
  Required
- Company Name
  Required
- Untag?
Action
Write
- Ticket
  Required
- Title
- Description
- State
- Is Open
- Snoozed Until
- Assigned Admin
Action
Write
- Team Member
  Required
- Custom Attributes
- Created At
- User ID
- Company Name
  Required
- IP Address
Action
Write
- Search Mode
- Search Value
Action
Search
- Search Mode
- Search Value
Action
Search
- Search Mode
- Search Value
Action
Search
- Search Mode
- Search Value
- Map
- Company Name
  Required
- Team Member
  Required
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Search or write

Form Submitted
Triggers when a new form is created.
Trigger
Instant
Try It
New Discussion Message
Triggers when a new message is posted in the discussion of a Task.
Trigger
Instant
Try It
- Map
Trigger
Scheduled
Try It
- Map ID (Optional)
- Event Type (optional)
- Task Name
Trigger
Scheduled
Try It
- Role Type
Trigger
Scheduled
Try It
- Company Name
  Required
- Company Website
- External ID
Action
Write
- Company Name
  Required
- Customer
  Required
- Target Launch Date
- Owner
  Required
- Variable Options
- Variable Options (string)
- Notes
- External ID
- Map Type
Action
Write
- Company Name
  Required
- Description
- Internal?
Action
Write
- Company Name
  Required
- Type
- Required
- Variable Options
Action
Write
- Team Member
  Required
Action
Write
- Map ID
  Required
- Company Name
  Required
- Description
- External ID
- Due Date
- Onboardee User ID
- Onboarder User ID
- Estimated Time
- Estimated Time Unit
- Internal?
- Is Optional
- Forms
Action
Write
- Map Task ID
  Required
- Status
- Assignee Email
- External ID
- Time Spent
- Time Spent Unit
- Due Date
Action
Write
- Team Member Email
  Required
Action
Search
- Company Name
  Required
- Variable Name
Action
Search
Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
Try It
Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Trigger
Instant
Try It
New Conversation Rating
Triggers when a conversation receives a rating.
Trigger
Instant
Try It
New Company
Triggers when a new Company is created.
Trigger
Instant
Try It
New Ticket
Triggers when a new Ticket is created in Intercom.
Trigger
Instant
Try It
- Which Tag?
Trigger
Instant
Try It
- Updates
  Required
- Update sample
Trigger
Instant
Try It
New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
Try It
- Contact identifier type
  Required
- Tag selection method
Action
Write
- Event name
  Required
- Created at
- Contact identifier type
  Required
- Metadata
Action
Write
- Ticket type
  Required
- Contact ID
  Required
- Company
  Required
Action
Write
- Map
- Reply Type
  Required
- Note Text
  Required
- Attachments
Action
Write
- From
  Required
- To
  Required
- Message Type
  Required
- Note Text
  Required
- Subject
- Template
- Create Conversation Without Contact Reply?
Action
Write
- Map
- Company Name
  Required
- Team Member
  Required
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Write
- Team Member
  Required
- Company Name
  Required
- User ID
- Company
  Required
- Unsubscribed From Emails
- Phone Number
- Created At
- IP Address
- Custom Attributes
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note Text
  Required
Action
Write
- Search Field
  Required
- Match Type
  Required
- Conversation Status
- Updated After
- Updated Before
Action
Search
- Search Field
  Required
- Match Type
  Required
- State
- Updated After
- Updated Before
Action
Search
- Search Mode
- Search Value
- User Association Note
- Company Name
  Required
- Plan
- Size
- Company Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write

Learn how to automate Onboard.io on the Zapier blog

Learn how to automate Intercom on the Zapier blog

About Onboard.io

Onboard is a SaaS made specifically for customer implementation. Customized MAPS allow teams to automate the best implementation plans and provide visibility for every customer.

Related categories

Customer Support

About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.

Learn more Help

Related categories

Customer Support

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