When a new conversation is created in Intercom, add the conversation information as a task in Notion.

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■Overview

This is a flow that adds conversation information as a task to Notion when a new conversation is created in Intercom.

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■Recommended for

1. Those who use Intercom for business

・Customer support personnel who use Intercom for customer interactions

・Those who use Intercom to improve sales efficiency

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2. Those who use Notion for task management

・Those who want to automate task addition to Notion

・Those who want to add Intercom conversation information as tasks

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■Benefits of using this template

The advantage of Intercom is that it can streamline customer interactions on the web.
However, if you want to add Intercom conversation information as tasks, you may find it cumbersome to register them separately in a task management tool.

This template allows you to automatically add Intercom conversation information as tasks in Notion.
By automating task addition to Notion, you can seamlessly start task management and improve work efficiency.

After this flow, by integrating with chat tools, you can notify team members of the added tasks, enabling speedy task sharing.

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■Notes

・Please integrate both Intercom and Notion with Yoom.

・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

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About the Apps You Use

Intercom

Yoom allows you to integrate with Intercom's API without any code, enabling the automation of various tasks. For example, when a reply from a user occurs in Intercom, notifications can be sent to Slack, Chatwork, and other platforms. Additionally, it is possible to synchronize Intercom's information with Yoom's database to consolidate information.

Related apps

Intercom

Templates using

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Notion

Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.

Related apps

Notion