Intercom

Intercom offers a comprehensive customer messaging platform for sales, marketing, and support.

The platform offers a wide range of capabilities:

Add Note

Add a note to a user

Add a note to a conversation

Add a note (for other admins) to an existing conversation

Add/Remove Tag on Contact

Attach or remove a tag from a specific contact.

Add/Remove Tag on Company

Attach or remove a tag from a specific company.

Add/Remove Tag on Conversation

Attach or remove a tag from a specific conversation.

Create Article

Creates a new article in your Help Center.

Create Conversation

Creates a new conversation from a contact.

Create Ticket

Creates a new ticket.

Create User

Creates a new user.

Create or Update Lead

Create or update an Intercom lead. If an ID is provided, the lead will be updated.

Create/Update User

Update a user within Intercom given an email address.

Reply to conversation

Reply (as an admin) to a conversation with a contact

Send Message

Send a message to a contact (only allowed by admins)

Update Ticket

Updates an existing ticket.

Find Company

Finds an existing company.

Find Conversation

Searches for conversations using various criteria

Find Lead

Finds an existing lead.

Find User

Finds an existing user.

List Tags

List all tags.

Retrieve a Conversation

Retrieves a specific conversation by ID.

Custom API Call

Make a custom API call to a specific endpoint

How to Connect Intercom to ZBrain Flow?

To integrate Intercom with ZBrain Flow, follow these steps to select and utilize the desired capabilities:

1. Search for the Intercom Component: Search the Intercom component within the ZBrain interface.

2. Select the Required Capability: Select the desired capability as per your requirement.

Additional Settings to Add Note

This action allows users to add notes to customer profiles in Intercom, aiding in communication tracking and enhancing customer relationship management.

Required Fields

1. Connection* - Select the connection to your Intercom account.

2. Email* - Enter the email address of the customer to whom the note will be added.

3. Note Text* - Provide the text of the note that you want to add to the customer's profile.

Additional Settings to Add Note to Conversation

This action enables users to add notes to specific conversations in Intercom, providing context or important information directly within the conversation stream.

Required Fields

1. Connection* - Select the connection to your Intercom account.

2. From (Admin)* - Specify the administrator's account from which the note will be added. This field typically requires prior connection to your account to populate correctly.

3. Conversation ID* - Enter the ID of the conversation to which you want to add a note.

4. Message Body* - Provide the text of the note that you want to add to the conversation.

Additional Settings to Add/Remove Tag on Contact and Company

This action enables users to either add or remove tags from contacts in Intercom, facilitating efficient segmentation and management of customer interactions based on specific tags.

Required Fields

1. Connection* - Select the connection to your Intercom account.

2. Contact ID* - Enter the ID of the contact to whom the tag will be added or from whom it will be removed.

3. Company ID: Enter the company ID and connect your account.

4. Tag Name* - Specify the name of the tag to add or remove.

Optional Fields

1. Untag? - Check this box if you intend to remove the tag from the contact, otherwise, the action will add the tag.

Additional Settings to Add/Remove Tag on Conversation

This action allows users to manage tags associated with specific conversations in Intercom, aiding in categorizing and tracking conversations for better customer engagement and support analysis.

Required Fields

1. Connection* - Select the connection to your Intercom account.

2. Conversation ID* - Enter the ID of the conversation to which you want to add or remove a tag.

3. Tag* - Specify the tag to add or remove from the conversation.

Optional Fields

1. Untag? - Check this box if you wish to remove the tag from the conversation, otherwise the tag will be added.

Additional Settings to Create Article

This action enables users to create and manage articles within Intercom's help center, allowing for the effective dissemination of information and support resources to users.

Required Fields

1. Connection* - Select the connection to your Intercom account.

2. Title* - Enter the title of the article you wish to create.

3. Author* - Specify the author of the article. This field typically requires a prior connection to your account to populate correctly.

4. State* - Choose the publication state of the article, such as 'Draft' or 'Published'.

Optional Fields

1. Description - Provide a short description or summary of the article.

2. Body - Enter the main content of the article.

3. Parent Collection - Specify the collection within the help center where this article should be categorized.

Additional Settings to Create Conversation

This action allows users to initiate new conversations in Intercom directly, facilitating immediate communication with customers or users based on specified criteria.

Required Fields

1. Connection* - Select the connection to your Intercom account.

2. Contact Type* - Choose the type of contact you are initiating a conversation with, typically 'User' or 'Lead'.

3. Contact ID* - Specify the ID of the contact with whom you are starting the conversation. This field typically requires a prior connection to your account to populate correctly.

4. Message Body* - Enter the initial message for the conversation.

Additional Settings to Create Ticket

This action facilitates the creation of support tickets in Intercom, enabling efficient tracking and management of customer issues or requests.

Required Fields

1. Connection* - Select the connection to your Intercom account.

2. Ticket Type* - Choose the type of ticket to create. This usually involves specifying whether it's a support, service, or other type of request.

3. Contact ID* - Enter the ID of the customer or user for whom the ticket is being created. This field typically requires prior connection to your account to populate correctly.

4. Company ID - Specify the ID of the company associated with the ticket, if applicable.

Additional Settings to Create User

This action allows for the creation of new user profiles within Intercom, facilitating personalized communication and support.

Required Fields

1. Connection* - Select the connection to your Intercom account.

2. Email* - Enter the email address of the user. This is a unique identifier for the user within Intercom.

Optional Fields

1. Created At - Specify the date and time when the user profile was created. Useful for backdating user entries.

2. User ID - If applicable, provide an existing user ID to link the new profile to other systems or databases.

3. Full Name - Enter the full name of the user for personalization and identification purposes.

4. Custom Attributes - Add any additional information or attributes relevant to the user profile using key-value pairs.

Additional Settings to Create or Update Lead

This action is used to create a new lead or update an existing one in Intercom, assisting in managing potential customer interactions effectively.

Required Fields

1. Connection* - Select the connection to your Intercom account.

Optional Fields

1. Lead ID - Enter the identifier for the lead. If provided, the existing lead will be updated.

2. Full Name - Input the full name of the lead for proper identification and personalization.

3. Email - Specify the email address of the lead.

4. Phone - Enter the contact phone number of the lead.

5. Unsubscribed From Emails - Mark this option if the lead has opted out of email communications.

6. Created At - Define the creation date and time of the lead record. Useful for backdating entries.

7. Custom Attributes - Add any additional data points or attributes relevant to the lead using key-value pairs.

Additional Settings to Create/Update User

This action allows for creating a new user or updating an existing one within Intercom, facilitating the management and tracking of user interactions.

Required Fields

1. Connection* - Select the connection to your Intercom account.

2. Lookup Email* - The email address used to identify the user. If a user with this email exists, their record will be updated.

Optional Fields

1. Full Name - Enter the full name of the user for identification and communication purposes.

2. User ID - Specify an internal or unique identifier for the user.

3. Phone - Provide the user's phone number for additional contact methods.

4. Created At - Input the creation date and time for the user record. Useful for backdating user entries.

5. Custom Attributes - Add custom data fields for the user through key-value pairs, allowing for extended information storage that fits your operational needs.

Additional Settings to Reply to Conversation

This action facilitates direct communication within Intercom by enabling responses to existing conversations from the specified administrative account.

Required Fields

1. Connection* - Select the connection to your Intercom account.

2. From (Admin)* - Specifies the administrator account from which the reply will be sent. This field needs to be configured with your account first.

3. Conversation ID* - The unique identifier for the conversation to which you are replying. Ensure this is linked to your account first.

4. Message Body* - The text content of your reply to the conversation.

Additional Settings to Send Message

This action allows you to send messages directly from Intercom, utilizing pre-defined templates for consistent communication styles.

Required Fields

1. Connection - Select the connection to your Intercom account.

2. Message Type* - Choose the type of message to send (e.g., Email, SMS).

3. Subject* - The subject line for the email message.

4. Template* - Select a template to define the style and format of the email.

5. From (Admin)* - The administrator's email from which the message will be sent. Account connection is required to populate this field.

6. To* - The recipient's email address. This field must be linked to your account.

7. Message Body* - The content of the message you wish to send.

Optional Settings

• Create Conversation Without Contact Reply - Option to create a conversation thread that does not require a reply from the contact.

Additional Settings to Update Ticket

This action enables updating the details of an existing support ticket in Intercom, allowing for real-time modifications based on customer interactions or internal updates.

Required Fields

1. Connection - Select the connection to your Intercom account.

2. Ticket Type* - Define the type of ticket to update (e.g., Support, Inquiry). Account connection is required to populate this field.

3. Ticket* - Select the specific ticket to update. Account connection is required.

4. Is Open - Toggle to indicate whether the ticket is still open or closed.

5. State - Select the current state of the ticket from the options available.

Optional Fields

• Snoozed Until - Date and time until which the ticket is snoozed.

• Assigned Admin - Assign an administrator to the ticket. Account connection is required.

Additional Settings to Find Company

This action allows users to search for company information within Intercom based on specific criteria, facilitating targeted support and insights.

Required Fields

1. Connection - Select the connection to your Intercom account.

2. Search Field - Specify the field to be used for searching. Options include company ID, name, email, etc. Account connection is required to populate this field.

3. Search Value - Enter the value to search for in the selected field.

Additional Settings to Find Conversation

This action enables users to search for conversations in Intercom based on specific criteria, allowing for efficient tracking and management of customer interactions.

Required Fields

1. Connection - Select the connection to your Intercom account.

2. Search Field - Choose the field to be used for the search, such as conversation ID, user ID, or email. Account connection is required to populate this field.

3. Match Type - Specify the type of match required for the search, such as exact match or partial match.

4. Search Term - Enter the term to search for in the selected field.

Optional Fields

1. Status - Filter the search by the status of the conversation (open, closed, etc.).

2. Update After - Limit search results to conversations updated after this date.

3. Update Before - Limit search results to conversations updated before this date.

Additional Settings to Find Lead

This action facilitates searching for leads in Intercom using specific search criteria, enabling efficient tracking and management of potential customer interactions.

Required Fields

1. Connection - Select the connection to your Intercom account.

2. Search Field - Determine the field to search within, such as lead ID, email, or name. A connection to your account is required to populate this field.

3. Search Value - Input the value to look for in the specified search field.

Additional Settings to Find User

This action allows you to search for users within Intercom based on specific criteria, streamlining the process of user management and engagement.

Required Fields

1. Connection - Select the connection to your Intercom account.

2. Search Field - Choose the user attribute you want to search by, such as user ID, email, or name. A connection to your account is necessary to populate this field.

3. Search Value - Enter the value to search for within the chosen search field.

Additional Settings to List Tags

This feature allows you to retrieve a list of all tags created in Intercom, helping to manage and organize user segments more effectively.

Required Fields

1. Connection - Select the connection to your Intercom account to access the tags.

Additional Settings to Retrieve a Conversation

This component allows you to retrieve details about a specific conversation in Intercom. It is essential for reviewing past interactions and managing ongoing conversations efficiently.

Required Fields

1. Connection - Select the connection to your Intercom account to access the conversations.

2. Conversation ID - Enter the unique identifier for the conversation you wish to retrieve.

Additional Settings to Custom API Call

This function allows you to make custom API calls to Intercom, offering flexibility to perform specific actions or retrieve data that standard integrations do not cover.

Required Fields

1. Connection - Select the connection to your Intercom account.

2. Method - Choose the HTTP method for the API call (e.g., GET, POST, PUT, DELETE).

3. Headers - Add custom headers for the API request. Authorization headers are injected automatically based on your connection.

4. Query Parameters - Specify any query parameters required for the API call.

5. Body - Enter the request body for methods that require it, such as POST or PUT.

Optional Settings

• No Error on Failure - Check this if you do not want the API call to be considered a failure in case of non-200 status responses.

• Timeout (in seconds) - Set a timeout for the API call. Useful for ensuring that long-running requests do not hinder workflow execution.