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Emailing users according to company tag

  • April 17, 2024
  • 1 reply
  • 19 views

Is there a way to allow a user to enter a series every time that a certain tag is added to one of their companies, no matter how many times the tag is added to any number of their companies? I need to email users every time a specific tag is added to one of their companies, which could potentially happen multiple times a minute for multiple different companies that the user belongs to. Currently the entry rule is ‘Company tag is xyz’ and users are only emailed for their first company that matches, but I need them to be emailed for every company that matches even if the next company is seconds later.

Best answer by bernice

Hi @Julianne Walker 👋 Currently, there is no built-in way to automatically tag a company every time a certain tag is added to one of their users in Intercom. However, you can use a workaround involving webhooks if your workspace has access to them. You can create a webhook to target an endpoint that tags the company when a specific user tag is added. To do this, you can use the Create a Tag API endpoint 📌 Please note that this solution requires some technical knowledge and might involve working with a developer to set up the webhook and API integration properly .

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bernice
Intercom Team
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  • Intercom Team
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  • April 22, 2024

Hi @Julianne Walker 👋 Currently, there is no built-in way to automatically tag a company every time a certain tag is added to one of their users in Intercom. However, you can use a workaround involving webhooks if your workspace has access to them. You can create a webhook to target an endpoint that tags the company when a specific user tag is added. To do this, you can use the Create a Tag API endpoint 📌 Please note that this solution requires some technical knowledge and might involve working with a developer to set up the webhook and API integration properly .


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