Starter
Create a lead in Intercom when an order is paid in Shopify
When an order is paid in Shopify, create a lead in Intercom.
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
- An order is paid in 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.
- An order is paid
- An order whose payment went through, checked every 5 minutes; once per order. The app needs the read_orders scope.
- Create a lead
- A new lead (a contact who is not yet a user).
- Starts whenAn order is paid
- 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:
- Connect the client’s Shopify, for “An order is paid”
- Connect the client’s Intercom, for “Create a lead”
Related templates
- PackE-commerceDropshipping store packA dropshipping store holds no stock: a supplier ships each order, on thinner margins.
Google Sheets
3 workflows · 12 steps · 8 apps - PackE-commerceOwn-brand store packAn own-brand store makes or buys its own stock and ships it itself or through a fulfilment warehouse.
Google Sheets3 workflows · 11 steps · 7 apps - PlaybookE-commerceOrder hand-off for online storesWhen an order is paid, send it to the supplier, add it to the order log, and tell the team.Google Sheets3 steps · 4 apps
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