How to integrate Intercom with Notion to automatically add a task in Notion when a new conversation is created in Intercom

The process consists of only 4 steps, so it can be set up in 10-15 minutes.

1. Register Intercom and Notion as My Apps
2. Set a trigger to activate when a new conversation is created in Intercom
3. Set an action to add a record in Notion
4. Verify the automation between Intercom and Notion

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Step 1: Register Intercom and Notion as My Apps

Please register Intercom and Notion as My Apps to connect them to Yoom.
Once you have completed the My App registration, you can easily set up automation.

Let's start with the My App registration for Intercom.
Please refer to this help page for the My App registration method.

Next, register Notion as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Find Notion from the app list or search from "Search by App Name".

When the following screen is displayed, click "Select Page" within the red frame.

When the following screen is displayed, check the page you want to allow access to, and click "Allow Access" within the red frame.

If Intercom and Notion are displayed in My Apps, the My App registration is complete.

Step 2: Set a trigger to activate when a new conversation is created in Intercom

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, you can do so from the page below.
First, set up Intercom by clicking "When a new conversation is created".

The following screen will be displayed, so check the settings.

• "Title" → Can be freely changed
• "Account information linked with Intercom" → Check if correct
• "Trigger action" → When a new conversation is created
  

When the following screen is displayed, select the "Trigger interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*Please note that the trigger interval varies depending on the plan.

Once set, click "Test" → "Test successful" → "Save".

Step 3: Set up the action to add a record in Notion

Next, to set up Notion, click "Add a record".
The following screen will be displayed, so check the settings.

• "Title" → Can be freely changed
• "Account information linked with Notion" → Check if correct
• "Execute action" → Add a record
  

Move to the Notion screen and set the task item name for testing.
*Please be sure to use the table view.
As an example, it was set as follows.
Set the item name for the values you want to retrieve from Intercom as desired.

Return to the Yoom screen and check the explanation of "Database ID" and set it.

The following screen will be displayed, so use the Intercom output to set the "Value of the record to be added".
By clicking the arrow in the red frame, you can use the Intercom output.
Select the output that matches the item name.
Once all settings are complete, click "Test" → "Test successful" → "Save".

Step 4: Verify the automation between Intercom and Notion‍

Finally, click "Turn on trigger" to complete the automation setup.
Check if the flow bot is starting correctly.

Other examples of automation using Intercom and Notion

1. When a new conversation is created in Intercom, this flow automatically adds the conversation information to kintone as a task.
Automatic task creation based on Intercom conversations can also be done with kintone.
By utilizing this automation, you can create tasks quickly, which may facilitate smooth customer support.

2. This is a flow that automatically notifies Google Chat when a user replies on Intercom.
By automating customer reply notifications, you won't have to worry about missing any responses.
Additionally, it saves the effort of checking for replies, allowing the person in charge to focus on other tasks.

3. This is a flow that summarizes the contents of minutes registered in the Notion database and automatically notifies Microsoft Teams.
It eliminates the hassle of manually summarizing the minutes, reducing the burden on the person in charge.
Additionally, by automating the summarization of minutes, information can be shared quickly.

Summary

Automatically adding tasks to Notion from Intercom conversation information will likely improve work efficiency.
The reduction of manual tasks and the avoidance of duplication and input errors are also significant advantages.
Additionally, with automatic task updates, information sharing among team members becomes smoother, allowing everyone to transition seamlessly to the next action.
This enables stable customer support and ensures consistent responses from the entire team.

Since Yoom's app integration and automation do not require special skills, anyone can easily use it.
Be sure to take advantage of Yoom and experience automation for yourself.
If you want to try it out, please register for free from here.