# 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** 4. **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** 4. **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** 5. **Description** - Provide a short description or summary of the article. 6. **Body** - Enter the main content of the article. 7. **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** 3. **Created At** - Specify the date and time when the user profile was created. Useful for backdating user entries. 4. **User ID** - If applicable, provide an existing user ID to link the new profile to other systems or databases. 5. **Full Name** - Enter the full name of the user for personalization and identification purposes. 6. **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** 2. **Lead ID** - Enter the identifier for the lead. If provided, the existing lead will be updated. 3. **Full Name** - Input the full name of the lead for proper identification and personalization. 4. **Email** - Specify the email address of the lead. 5. **Phone** - Enter the contact phone number of the lead. 6. **Unsubscribed From Emails** - Mark this option if the lead has opted out of email communications. 7. **Created At** - Define the creation date and time of the lead record. Useful for backdating entries. 8. **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** 3. **Full Name** - Enter the full name of the user for identification and communication purposes. 4. **User ID** - Specify an internal or unique identifier for the user. 5. **Phone** - Provide the user's phone number for additional contact methods. 6. **Created At** - Input the creation date and time for the user record. Useful for backdating user entries. 7. **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.