Intercom
Connect customer conversations and attachments to the cases Summer investigates.
Intercom setup ↗Summer integrations
A customer’s question can span a help desk, a payment and a pharmacy portal. Summer brings the relevant records into one case. Find the setup path for your services below.
Keep the original customer conversation with the work. Check mailbox and sending permissions before using a live reply channel.
Connect customer conversations and attachments to the cases Summer investigates.
Intercom setup ↗Select the channels Summer can read and configure reply permission for each channel.
Slack setup ↗Agree the account access and support workflow, then verify a known conversation.
Zendesk setup ↗Agree the account access and support workflow, then verify a known conversation.
Freshdesk setup ↗Agree the account access and support workflow, then verify a known conversation.
Gorgias setup ↗Agree the account access and support workflow, then verify a known conversation.
Front setup ↗Agree the account access and support workflow, then verify a known conversation.
Help Scout setup ↗Agree the account access and support workflow, then verify a known conversation.
HubSpot setup ↗Agree the account access and support workflow, then verify a known conversation.
Salesforce setup ↗Match a support request to the right visit, pharmacy order and shipment. Medication questions go to the clinical team.
Verify the company, environment and a known care record. Portal access is configured separately.
MD Integrations setup ↗Verify the company, environment and a known care record. Portal access is configured separately.
Beluga Health setup ↗Verify the company, environment and a known care record. Portal access is configured separately.
GEN Health setup ↗Use the configured partner portal to check pharmacy updates and prior support inquiries.
Strive Pharmacy setup ↗Confirm the access your account provides and arrange the API or permitted portal workflow with Summer.
Empower Pharmacy setup ↗Confirm the access your account provides and arrange the API or permitted portal workflow with Summer.
The Pharmacy Hub setup ↗Confirm the access your account provides and arrange the API or permitted portal workflow with Summer.
Bask Health setup ↗Confirm the access your account provides and arrange the API or permitted portal workflow with Summer.
OpenLoop setup ↗Confirm the access your account provides and arrange the API or permitted portal workflow with Summer.
Healthie setup ↗Confirm the access your account provides and arrange the API or permitted portal workflow with Summer.
Practice Better setup ↗Confirm the access your account provides and arrange the API or permitted portal workflow with Summer.
SimplePractice setup ↗Connect each finding to its source. A label is different from a carrier delivery event, and an account status is different from a payment receipt.
Read payment and subscription evidence. Refunds and subscription changes need a supported action and exact human approval.
Stripe setup ↗Read shipment and carrier events tied to the customer's purchase.
EasyPost setup ↗Connect phone and text records. Call routing and sending require their own configured workflow.
Quo setup ↗Use a dedicated reader with database permissions limited to the agreed support records.
Supabase setup ↗Link a support issue to the agreed engineering handoff and verify the deployed repair.
GitHub setup ↗Read tracking through EasyPost or an agreed carrier workflow. A separate direct connector is not implied.
FedEx setup ↗Read tracking through EasyPost or an agreed carrier workflow. A separate direct connector is not implied.
UPS setup ↗Read tracking through EasyPost or an agreed carrier workflow. A separate direct connector is not implied.
USPS setup ↗Saving credentials establishes access. Your team and Summer still need to check the records, permissions and actions for the work you want to run. Custom connections depend on the access your vendor provides.
We’ll look at the tools, access and decisions involved, then agree what Summer should handle and what stays with your team.