InTouch Hub › For customer service

For customer service

216 items on the hub serve customer service. Ready-to-run automations first, then the tools they build on.

Ready to run (21)

Install and go. Each one is a complete automation with its own schedule or trigger.

• workflow Appointment Reminder (Google Calendar) — Google Calendar-driven appointment reminders. Reads upcoming events directly from your Calendar (no CSV to maintain), sends 24-hour and 1-hour reminder emails to attendees, and tracks state in a Sheet so each event is reminded exactly once per window. Cross-platform (python runtime).
• workflow appointment-reminder — Send 24-hour and 1-hour appointment reminders via SMS/WhatsApp with confirm/cancel support
• workflow Better Than CAPTCHA — Guards a published contact address so you can delete the contact form. Header forensics reject forged mail, first-time senders confirm with one reply, and everything else is routed and digested. No puzzles, no third party, no account.
• workflow Calendly Booking Notify — Notify contacts of upcoming Calendly bookings.
• workflow Document Request Chaser — Daily digest of outstanding client documents, aged and tiered into nudge / follow-up / escalate, with a draft request per client. Drafts go to staff for review - nothing is sent to a client automatically.
• workflow Engagement Status Digest — Daily check of every active engagement - which are overdue a client update, which are blocked or at risk, and which milestones are near. Produces a draft per engagement for the lead to review; nothing is sent to a client.
• workflow Gmail Daily Digest — Fetch unread Gmail, categorize with AI, and deliver a styled HTML digest to your InTouch inbox.
• workflow HubSpot New Deal Alert — List HubSpot deals, summarize them into a digest, and alert the workflow's contacts.
• workflow Intake Response Tracker — Finds new client enquiries in Gmail, ages them, and flags any waiting longer than your response threshold. It does not reply, and it does not run a conflict check.
• workflow Quote Follow-up (Daily Check-in) — Finds QuoteLog rows where status is \"quoted\" and the RFQ came in more than N days ago without customer reply, sends a polite check-in email, and stamps the row \"followed-up\" so it doesn't repeat. Runs once daily. Zero AI cost.
• workflow RFQ Triage (Gmail → Sheets → Drive) — Triage incoming RFQ emails. AI-extracts customer/area/qty/material/processes/due, files attachments to a per-RFQ Drive folder, appends to a Sheets quote log, auto-replies to the customer in thread with a reference number, and notifies the estimator. Processes one RFQ per scheduled run.
• workflow Stripe Failed Payment Alert — Check Stripe for recent charges and alert on failed payments.
• monitor Upcoming Birthdays Reminder — Daily check of a birthday list. Notifies the owner when birthdays fall within the next 7 days.
• monitor Zendesk SLA Watch — Watch open Zendesk tickets and alert contacts with the current ticket list each run.
• skill customer-followup — Process customer responses to follow-up messages after service/purchase. Route positive feedback to review requests, negative feedback to the owner for immediate action.
• skill Inbox Triage Judge — Decide whether a message sent to a published contact address is a person trying to reach the business or bulk outreach. Returns REACH, BULK or UNSURE with one line of reasoning, and errs toward letting people through.
• skill Lead Classifier — Score and classify an inbound sales lead from its profile/message; suggest next action.
• skill Release Notes Drafter — Draft release notes grouped by Added/Changed/Fixed from a list of changes.
• skill Sentiment Tagger — Tag a batch of messages/reviews with sentiment + theme and surface the notable ones.
• skill Support Email Triage — Triage an inbound support email: urgency, category, suggested owner, draft reply.
• skill Support Ticket Triager — Classify a support ticket by category, priority, and sentiment. Drafts a polite first-touch response (for human review) grounded in the ticket text and an optional knowledge base. Designed for the high-volume first-line support funnel.

Hand-built tools (66)

• hand-built ActiveCampaign — Manage contacts, deals, and automation pipelines in ActiveCampaign via the v3 REST API. Lists and creates the core CRM objects against your ActiveCampaign account.
• hand-built Aircall — Manage calls, contacts, and phone numbers for sales teams via the Aircall REST API.
• hand-built Brevo — Send transactional and marketing email/SMS and manage contacts via the Brevo (Sendinblue) API.
• hand-built Calendly — List Calendly scheduled events and their invitees, and cancel events, via the Calendly API v2.
• hand-built Capsule CRM — Manage parties, opportunities, and tasks in Capsule CRM via its REST API v2.
• hand-built Clearout — Verify email deliverability and find prospect emails via the Clearout API. Instant single-email verification, instant email finder by name + domain, and account credit balance.
• hand-built Close CRM — Manage leads, contacts, opportunities, and call logs in Close CRM via the Close REST API. Lists and creates the core CRM objects and logs calls against a lead.
• hand-built Copper CRM — Sync people, companies, and opportunities in Copper CRM via its developer REST API.
• hand-built Crisp — Manage live-chat conversations, sessions, and people in Crisp via the Crisp REST API v1.
• hand-built Deskpro — Create and manage tickets, people, and organizations in Deskpro helpdesk via the Deskpro REST API v2.
• hand-built Dialpad — Place calls and pull call/SMS records for sales reps via the Dialpad REST API.
• hand-built Discord — Send and read Discord messages via incoming webhooks or a bot token.
• hand-built Drift — Manage conversations, contacts, and messages in Drift conversational support.
• hand-built Dynamics 365 — Read and create Microsoft Dynamics 365 records — accounts, contacts, leads and opportunities — through the Dataverse Web API.
• hand-built Freshchat — Manage messaging conversations, channels, and agents in Freshchat via the Freshchat REST API v2.
• hand-built Freshdesk — Manage support tickets, contacts, and agents in Freshworks' Freshdesk helpdesk via the Freshdesk REST API v2.
• hand-built Freshsales — Manage contacts, accounts, and sales deals in Freshsales (Freshworks CRM) via REST.
• hand-built Front — Manage shared inboxes, conversations, and comments in Front — the customer communication platform built for teams.
• hand-built Gong — Pull call recordings, transcripts, and deal-conversation analytics from Gong via the Gong v2 REST API.
• hand-built Gorgias — Handle e-commerce support tickets and customer messages in Gorgias via the Gorgias REST API.
• hand-built Groove — Manage shared-inbox tickets and conversations in GrooveHQ via the v2 GraphQL API.
• hand-built HaloITSM — Read HaloITSM service desk tickets, actions, users, clients and reference data, and raise tickets from automation, through the HaloITSM REST API.
• hand-built HaloITSM Knowledge Base — Read HaloITSM knowledge base articles through the HaloITSM REST API.
• hand-built HaloITSM Services — Read the HaloITSM service catalogue — services, their categories and per-service status history — through the HaloITSM REST API.
• hand-built HappyFox — Create and update support tickets and contacts in HappyFox via the HappyFox REST API v1.1.
• hand-built Help Scout — Manage conversations, mailboxes (inboxes), and customers in Help Scout via the Help Scout Mailbox API 2.0.
• hand-built HelpCrunch — Manage chats, customers, and messages in HelpCrunch customer support platform.
• hand-built Helpwise — Manage shared-inbox conversations and contacts in Helpwise via the Helpwise REST API v1.
• hand-built Hiver — Manage Gmail-based shared-inbox conversations and tags in Hiver via the Hiver REST API v1.
• hand-built HubSpot — Read and write HubSpot CRM contacts, deals, and companies via the v3 objects API.
• hand-built HubSpot Service Hub — Manage support tickets and conversations via the HubSpot Service Hub tickets API.
• hand-built Insightly CRM — Create and update contacts, organisations, and opportunities in Insightly via its REST API v3.1.
• hand-built Intercom — Read and write Intercom contacts and conversations via the Intercom REST API.
• hand-built Jira Service Management — Manage service desk requests, queues, and SLAs in Jira Service Management via the Atlassian Cloud REST API.
• hand-built Kayako — Create and track support cases and conversations in Kayako via the Kayako REST API v1.
• hand-built Keap — Manage contacts, orders, and campaigns in Keap (Infusionsoft) via its REST API.
• hand-built LiveAgent — Manage tickets (conversations), agents, and messages in LiveAgent helpdesk via the LiveAgent REST API.
• hand-built LiveChat — Manage live chat conversations, agents, and HelpDesk tickets in LiveChat via the LiveChat Configuration API, Agent Chat API, and HelpDesk API.
• hand-built MailerSend — MailerSend API — send transactional email (plain text, HTML, or saved templates) and track delivery by listing and inspecting sent messages and templates.
• hand-built ManageEngine ServiceDesk Plus — Create and update IT helpdesk requests and assets in ManageEngine ServiceDesk Plus via the SDP Cloud REST API v3.
• hand-built Microsoft Exchange Mail — Read Exchange Online mailboxes, folders and attachments, and send mail as a mailbox, through Microsoft Graph.
• hand-built Microsoft Teams — Read Microsoft Teams teams, channels and channel messages, and post to a channel, through Microsoft Graph.
• hand-built Nutshell — Manage leads, contacts, and sales activity in Nutshell CRM via its REST API — list and create leads, contacts, and activities.
• hand-built Olark — Retrieve operator and group information and update operator availability in Olark live chat via the Olark REST API v1.
• hand-built Opsgenie — Create, close, get, and list Opsgenie alerts via the Alert API.
• hand-built Outreach — Manage prospects, sequences, and engagement data in Outreach via its REST API. Lists and creates prospects and lists sequences using the Outreach JSON:API v2 endpoints.
• hand-built Pipedrive — Manage deals, persons, organizations, and pipelines through the Pipedrive REST API.
• hand-built Postmark — Send and track transactional email with templates and bounce tracking via the Postmark API.
• hand-built Re:amaze — Manage support conversations, messages, and contacts in Re:amaze.
• hand-built Salesforce — Query and update leads, contacts, opportunities, and custom objects via the Salesforce REST and SOQL API.
• hand-built SendGrid — Send transactional email and manage Marketing Campaigns contacts via the SendGrid v3 API.
• hand-built SendPulse — Send email campaigns, SMS, and web-push notifications and manage mailing lists via the SendPulse API.
• hand-built ServiceNow — Create and update ITSM incidents, requests, and CMDB records via the ServiceNow Table API.
• hand-built Slack — Call the Slack Web API to post messages, list channels, read history, and look up users.
• hand-built Slack Post — Post messages to Slack channels with rich formatting
• hand-built Smartlead — Run cold-email outreach sequences and manage campaigns via the Smartlead API. Lists and reads campaigns, creates new campaigns, adds leads to a campaign, and starts/pauses/stops a campaign.
• hand-built SugarCRM — Manage accounts, contacts, and opportunities in SugarCRM via its REST v11 API.
• hand-built tawk.to — Manage chats, tickets, and properties in tawk.to live chat via the tawk.to REST API v1.
• hand-built Teamwork Desk — Manage helpdesk tickets, customers, and inboxes in Teamwork Desk via the v2 REST API.
• hand-built Tidio — Manage Tidio live chat conversations, contacts, and support tickets via the Tidio Public API.
• hand-built Trengo — Manage omnichannel inbox tickets, contacts, and messages in Trengo.
• hand-built Twilio — Send SMS messages and read message history via the Twilio REST API.
• hand-built Typeform — List and retrieve Typeform forms, fetch form responses, and create new forms via the official Typeform API.
• hand-built Zendesk — Read and create Zendesk support tickets and look up users via the Zendesk REST API v2.
• hand-built Zoho CRM — Create and update Leads, Contacts, and Deals in Zoho CRM via its v6 REST API.
• hand-built Zoho Desk — Create and update support tickets, contacts, and departments in Zoho Desk using the official REST API v1.

Other tools (129)

Transcribed from each vendor’s published API specification — check the operations before you rely on one.

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