[ Customer support ]
Intercom integration for your workflows.
Connect Intercom to Collabase once and use 26 actions and 22 triggers in your workflows. No code needed, hosted in Switzerland.
Intercom in Collabase
Connect Intercom to Collabase once and use 26 actions and 22 triggers in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Customer messaging platform for sales, marketing, and support
How to connect it
- Open the integrations in the workspace settings.
- Choose Intercom and connect your account.
- Add a trigger or an action to the workflow.
- Log in to your Intercom account and navigate to Settings > Integrations > Developer Hub.
- Click on Create a new app and select the appropriate workspace.
- In the Authentication section, add the Redirect URL shown above to the allowed redirect URLs.
- Go to the Basic Information section and copy the Client ID and Client Secret.
Intercom triggers
| Name | Description | Fields |
|---|---|---|
| Contact RepliedInstant via the app | Triggers when a contact replies to a Conversation in Intercom. | 0 |
| Lead Added EmailInstant via the app | Triggers when a lead enters an email address. | 0 |
| Lead Converted To UserInstant via the app | Triggers when a lead is converted to a user. | 0 |
| Conversation ClosedInstant via the app | Triggers when a conversation is closed. | 0 |
| Conversation assigned to any Intercom adminInstant via the app | Triggers when a conversation is assigned to an admin | 0 |
| Conversation snoozedInstant via the app | Triggers when a conversation is snoozed | 0 |
| Conversation unsnoozedInstant via the app | Triggers when a conversation is unsnoozed | 0 |
| New CompanyInstant via the app | Triggers when a new company is created. | 0 |
| New ConversationInstant via the app | Triggers when a conversation is created by a user or lead (not an admin). | 0 |
| Conversation was ratedInstant via the app | Triggers when a conversation is rated | 0 |
| New LeadInstant via the app | Triggers when a new lead is created. | 0 |
| New TicketInstant via the app | Triggers when a new ticket is created. | 0 |
| New UnsubscriptionInstant via the app | Triggers when a contact unsubscribes from your emails. | 0 |
| New UserInstant via the app | Triggers when a new user is created. | 0 |
| Updated TicketInstant via the app | Triggers when a ticket is updated (state or attributes change). | 0 |
| Tag added to a conversation partInstant via the app | Triggers when a conversation part is tagged. |
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| Tag Added to LeadInstant via the app | Triggers when a tag is added to a lead. |
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| Tag Added to UserInstant via the app | Triggers when a tag is added to a user. |
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| Updated ContactInstant via the app | Triggers when a contact is updated. |
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| Reply from a user or leadInstant via the app | Triggers when a reply is received from a user or lead (not an admin) | 0 |
| Reply from an Intercom adminInstant via the app | Triggers when a reply is received from an Intercom admin (not a user or lead) | 0 |
| Note added to conversationInstant via the app | Triggers when a note is added to a conversation |
|
Intercom actions
| Name | Description | Fields |
|---|---|---|
| Add Note | Add a note to a user |
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| Add note to conversation | Add a note (for other admins) to an existing conversation |
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| Add/Remove Tag on Contact | Attach or remove a tag from a specific contact. |
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| Add/Remove Tag on Company | Attach or remove a tag from a specific company. |
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| Add/Remove Tag on Conversation | Attach or remove a tag from a specific conversation. |
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| Assign conversation to an admin or a team | (Re)assign conversation to a specific admin or team. |
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| Create Article | Creates a new article in your Help Center. |
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| Create Conversation | Creates a new conversation from a contact. |
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| Create Data Event | Submits a data event for a contact. |
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| Create Ticket | Creates a new ticket. |
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| Create User | Creates a new user. |
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| Create or Update Company | Creates a new company or updates an existing one (matched by Company ID). |
+ 3
|
| Create or Update Lead | Create or update an Intercom lead.If an ID is provided, the lead will be updated. |
+ 1
|
| Create/Update User | Update a user within intercom given an email address. |
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| Reply to conversation | Reply (as an admin) to a conversation with a contact |
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| Send Message | Send a message to a contact (only allowed by admins) |
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| Update Ticket | Updates an existing ticket. |
+ 1
|
| Find Company | Finds an existing company. |
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| Find Conversation | Searches for conversations using various criteria |
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| Find Lead | Finds an existing lead. |
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| Find or Create Company | Finds a company by Company ID or name, creating it if none is found. |
+ 1
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| Find or Create Lead | Finds a lead by email, ID, or User ID, creating it if none is found. |
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| Find User | Finds an existing user. |
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| List Tags | List all tags. | 0 |
| Retrieve a Conversation | Retrieves a specific conversation by ID. |
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| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
[ Customer support ]
Related integrations
Tools that often share a workflow.
Questions about Intercom
What can I automate with Intercom in Collabase?
Intercom brings 26 actions and 22 triggers, for example Add Note, Add note to conversation, Add/Remove Tag on Contact, Add/Remove Tag on Company and 22 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Intercom to Collabase?
You open the integrations in the workspace settings, choose Intercom and connect your account once, using OAuth 2.0. After that all triggers and actions are available in the workflow.
Can Intercom start a workflow?
Yes. Intercom provides 22 triggers, for example Contact Replied, Lead Added Email, Lead Converted To User and 19 more. The workflow runs as soon as the event happens.
Does the Intercom integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.
