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Create a lead in Intercom when a new order comes in to Shopify

When a new order comes in to Shopify, create a lead in Intercom.

Use this templateBrowse the library

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
0
Accounts
2
Starts
A new order comes in to Shopify, within 5 minutes

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

A new order comes in
A new order in the store, checked every 5 minutes. The app needs the read_orders scope.
Create a lead
A new lead (a contact who is not yet a user).
  1. Starts whenA new order comes in
  2. App stepCreate a lead

What each client fills in

Nothing. It needs only the accounts it connects to.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • Only for a store that already has an admin-created custom app. In the client’s Shopify admin: Apps → Develop apps → the app: its Admin API scopes must include write_customers and read_orders; the token is under API credentials (shown once when it is made; if it is no longer shown, generate a new one).

  • In the client’s Intercom: Settings → Integrations → Developer Hub → New app (for their own workspace, no review) → Authentication → copy the access token. The conversation trigger needs the app to be allowed to read conversations.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Shopify, for “A new order comes in”
  2. Connect the client’s Intercom, for “Create a lead”

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