Connect Preset Cloud and Intercom to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Preset Cloud
Choose an Action
Automatically do this!
List All Tags
Add Tag to Contact
Get contacts
Find Companies
Create User
Find Lead
Add or Remove Tag on Company
Create Conversation
Find Conversations
Find Contact By Email
Add Note
Search Tickets
Find User
Ready to use Preset Cloud and Intercom automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Added Email
Triggers when a Lead enters an email address.
New Closed Conversation
Triggers when you close a Conversation.
New Company
Triggers when a new Company is created.
Admin initiated message to one user
Triggers when Admin initiated message to one user.
New Ticket
Triggers when a new Ticket is created in Intercom.
New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Do thisActions
Action is the task that follows automatically within your Preset Cloud integrations.
List All Teams
Retrieve all teams in the connected Preset Cloud account.
Get Team Members
Retrieve the members of a Preset Cloud team.
Delete a Team Member
Remove a specified user from a Preset Cloud team. Returns success data or a clear error if removal is blocked (e.g., last admin, already removed, or assigned via a group).
List All Tags
List All Tags
Add Tag to Contact
Add a tag to contact
Get contacts
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Frequently Asked Questions
To start, connect both your Preset Cloud and Intercom accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in Intercom (or vice versa).
Absolutely. You can customize how Preset Cloud data is recorded in Intercom. This includes choosing which data fields go into which fields of Intercom, setting up custom formats, and filtering out unwanted information.
The data sync between Preset Cloud and Intercom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Preset Cloud and Intercom. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Preset Cloud
Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.
Learn MoreAbout Intercom
Intercom is a customer messaging platform that helps businesses connect with their customers through live chat, bots, and personalized messaging. It enables companies to improve customer support, drive engagement, and increase sales by providing a seamless communication experience.
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