A customer success tool that integrates effortlessly with Intercom

Contact Replied

Fires when a contact replies to a conversation, allowing Velaris to log the response and trigger next steps like follow-ups or sentiment updates.

Lead Converted To User

Triggers when a lead is converted to a user, enabling Velaris to update account records and transition them into the right workflows.

Conversation Assigned to Admin

Runs when a conversation is assigned to an Intercom admin, letting Velaris notify the right CSM or escalate the case.

Conversation Unsnoozed

Activates when a snoozed conversation reopens, helping Velaris prompt timely responses.

New Conversation

Fires when a new conversation is created by a user or lead, allowing Velaris to create tickets or tasks for follow-up.

New Lead

Triggers when a new lead is created, letting Velaris kick off lead nurturing or onboarding workflows.

New User

Runs when a new user is created, enabling Velaris to sync contacts and set up monitoring for account health.

Tag Added to Lead

Activates when a tag is added to a lead, allowing Velaris to segment and prioritize outreach.

Updated Contact

Triggers when a contact’s details are updated, helping Velaris keep account data fresh.

Reply from Intercom Admin

Fires when an admin replies in a conversation, allowing Velaris to log engagement and update SLAs.

Lead Added Email

Triggers when a lead enters an email, letting Velaris enrich their profile and start nurturing.

Conversation Closed

Activates when a conversation is closed, helping Velaris record resolution events.

Conversation Snoozed

Fires when a conversation is snoozed, enabling Velaris to pause workflows until the snooze is over.

New Company

Triggers when a company is created, letting Velaris track account-level activity.

Conversation Rated

Runs when a conversation receives a rating, helping Velaris capture CSAT or NPS signals.

New Ticket

Fires when a new ticket is created, allowing Velaris to link it to health scoring or follow-up actions.

Tag Added to Conversation Part

Triggers when a tag is applied to a conversation part, helping Velaris filter and act on tagged insights.

Tag Added to User

Activates when a tag is added to a user, enabling Velaris to segment and adjust workflows dynamically.

Reply from User or Lead

Fires when a user or lead replies, allowing Velaris to measure engagement and adjust playbooks.

Note Added to Conversation

Triggers when a note is added, letting Velaris capture internal context and include it in reporting.

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Add Note

Lets Velaris add notes to a user’s profile, storing context for future interactions.

Add/Remove Tag on Contact

Attaches or removes tags on a contact, helping Velaris organize and segment audiences.

Add/Remove Tag on Conversation

Adds or removes tags on conversations, enabling Velaris to classify tickets and automate follow-ups.

Create Conversation

Allows Velaris to start a conversation with a contact, automating outreach from success workflows.

Create User

Creates a new user record in Intercom, helping Velaris sync account data.

Create/Update User

Updates existing users by email, letting Velaris keep profiles current.

Send Message

Sends a message to a contact as an admin, enabling Velaris to automate personalized communication.

Find Company

Searches for an existing company, allowing Velaris to match data across systems.

Find Lead

Finds existing leads, enabling Velaris to act on prospects with tailored workflows.

List Tags

Retrieves all available tags, helping Velaris manage segmentation dynamically.

Custom API Call

Allows Velaris to call any Intercom API endpoint for advanced use cases.

Add Note to Conversation

Adds an internal note to an existing conversation, letting Velaris keep teams informed.

Add/Remove Tag on Company

Attaches or removes tags from a company, helping Velaris manage account categorization.

Create Article

Creates a new Help Center article, enabling Velaris to scale self-serve resources.

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