Intercom

intercom provides ai powered customer messaging and support tools integrating intercom with make com enables users to automate customer conversations, manage support tickets, and sync customer data between intercom and other business apps for streamlined support workflows this is ai generated content based on official intercom documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact intercom https //www intercom com/help/en/articles/8771110 getting started faqs directly requirements to use the intercom app in make, you must have an active intercom account, create your account on intercom https //www intercom com for subscription, refer to the intercom pricing page https //www intercom com connect intercom and make account https //www make com/en/register , add the intercom module to your , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection in the connection name field, enter a name for the connection click save select your make account to continue to intercom com follow the onscreen instructions to complete the connection optional connect intercom and using custom credentials to get started, you must first create a connection between intercom and , allowing the two services to communicate obtain your oauth2 0 credentials in your intercom account create the connection in make obtain your oauth2 0 credentials in your intercom account before you create the connection in , you should first obtain your oauth2 0 credentials in your intercom account to obtain your oauth2 0 credentials navigate to the developer hub for your intercom workspace navigate to the authentication page for your app select the use oauth option if prompted, enter the callback uri https //www integromat com/oauth/cb/intercom2 navigate to the basic information page for your app copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in because the ui might have changed, the steps you see on your screen might be different, check the vendor documentation for updates https //developers intercom com/docs/build an integration/learn more/authentication/setting up oauth create the connection in account https //www make com/en/register , add the intercom module to your , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your intercom account or follow the on screen instructions to create the connection for detailed information on connecting an application, see connect an application docid\ so88fm6pkt0g adkddfzz page intercom modules after connecting to the intercom app, you can choose from a list of available modules to build your assign a conversation assigns a specific conversation to a designated admin or team for further handling attach/detach a company to/from a contact links a company to a user or removes an existing company user association attach/detach a contact to/from a conversation adds a contact to a conversation or removes a contact from a conversation attach/detach a tag to/from a company adds or removes a specific tag to or from a selected company attach/detach a tag to/from a contact adds a tag to a user or removes an existing tag from a user attach/detach a tag to/from a conversation adds a tag to a conversation or removes an existing tag from it close a conversation closes an active conversation thread, ending further communication within that chat create a contact creates a new contact, either as a user or a lead, in your system create a contact initiated conversation start a new conversation thread that is initiated by either a user or a lead create a contact note creates a new note and links it to a specific contact create an admin initiated conversation generates and sends a new message within an existing in app chat or email conversation create/update a company creates a new company record or updates the details of an existing company create/update a data attribute creates a new data attribute or modifies an existing one for either contacts or companies create/update a tag creates a new tag or updates an existing tag in your system delete a contact permanently removes a specified contact from your account delete a tag deletes a specified tag from your account get a company retrieves detailed information about a specific company get a contact fetches detailed information about a specific contact get a contact's note retrieves a specific note linked to a selected contact get a conversation fetches the details of a specific conversation get a segment retrieves detailed information about a specific segment get an admin retrieves detailed information about a specific admin user get an authenticated user retrieves information about the currently authenticated user account list activity logs fetches a detailed record of all actions performed by administrators list admins retrieves a list of all administrators associated with your account list companies retrieves a list of all companies along with their linked users list companies (large datasets) fetches all companies from your database, optimized for handling large datasets compared to the standard list companies module list company's contacts retrieves a list of all contacts associated with a specific company list company's segments retrieves a list of all segments associated with a specific company list contact's companies retrieves a list of all companies linked to a specific contact list contact's data events fetches all events associated with a specific contact that occurred within the past 90 days list contact's notes retrieves every note linked to a specific contact list contact's segments retrieves a list of all segments associated with a specific contact list contact's tags retrieves all tags currently assigned to a specific contact list contacts fetches a complete list of your contacts, including both users and leads list conversations fetches a complete list of all your conversations from your account list data attributes retrieves detailed data attributes for a specified contact or company entity list segments retrieves a complete list of all segments from your account list tags fetches a complete list of all tags associated with your account make an api call executes a custom api request to the connected service using your authorized credentials mark a conversation as read marks a selected conversation as read, indicating that all messages within it have been viewed merge a lead into a user converts a lead record into a user account by merging their information open a snoozed or closed conversation reopens a conversation that was previously snoozed or closed, making it active again reply to a conversation sends a reply to a conversation either as a message from a contact or admin, or adds a note specifically for admins search for conversations finds conversations that match your specified search criteria set an admin as away assigns a user as an administrator on the specified platform snooze a conversation temporarily pauses a conversation and automatically reopens it on a specified future date submit a contact's event submits information about a contact related event to the system update a contact updates the details of an existing contact update a conversation's custom attributes updates specific custom attributes within an existing conversation watch events receives notifications for every event that occurs within your account templates you can look for more templates in make's template gallery https //www make com/en/templates , where you'll find thousands of pre created intercom resources you can have access to more resources related to this app on the following links intercom topics on make community https //community make com/search?q=intercom intercom website https //www intercom com intercom api documentation https //developers intercom com/intercom api reference/reference intercom page on make https //www make com/en/integrations/intercom