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Automation of adding more licenses

  • March 23, 2026
  • 1 reply
  • 11 views
A

B2B SaaS company here. 
As it stands, when someone wants to add more seats to their shop, they have to chat in, we send them off to their CSM, they add the information to hubspot and send the customer off to finance, and then they send them to dev to add additional seats on the customer’s site.

There has to be an automated way to do this, no? 
I totally welcome all thoughts here. 


thank you!

Best answer by Nathan Sudds

​@Anthony Miller 2 Highly recommend looking into Procedures and Data Connectors -- you can 100% use Fin to handle this with some help from Procedures & Data Connectors --- if you give Fin hands to do the work it can do it!

Get your dev to create the endpoints needed to handle these tasks and connect Fin then these can be handled without a human in the loop for sure.  Good luck!

If you want help with these things, check out the Intercom Community Experts -- one of us can help you with getting this working if you don’t feel comfortable things up. 

 

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    Nathan Sudds
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    • Nathan Sudds
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    • Answer
    • March 23, 2026

    ​@Anthony Miller 2 Highly recommend looking into Procedures and Data Connectors -- you can 100% use Fin to handle this with some help from Procedures & Data Connectors --- if you give Fin hands to do the work it can do it!

    Get your dev to create the endpoints needed to handle these tasks and connect Fin then these can be handled without a human in the loop for sure.  Good luck!

    If you want help with these things, check out the Intercom Community Experts -- one of us can help you with getting this working if you don’t feel comfortable things up. 

     

    Nathan Sudds, Intercom Consultant | activelabs.ca | Book a free call: cal.com/nathansudds/intercom. Case study: https://www.intercom.com/customers/jukebox
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