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

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

Yoom's Intercom &  Trello  are ready to use! Automate tasks instantly—just copy the template!

■Overview

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

■Recommended for

1. Those who handle customer support in Intercom

・Customer support representatives responsible for interactions with customers

・Those using Intercom as a communication tool with customers

2. Those utilizing Trello for task management

・Those who want to automate task additions to Trello

・Those who want to automatically add Intercom conversation information as tasks

■Benefits of using this template

Intercom is a tool that allows for real-time customer support, enabling speedy customer interactions.
When progressing with customer support, you may feel the need to quickly register items you want to add as tasks into a task management tool.

This template allows you to automatically add Intercom conversation information as tasks in Trello.
Since you can quickly register Intercom conversation information as tasks, task management becomes easier and more manageable.

Additionally, since manual registration work is not required, it is also possible to prevent human errors such as task registration omissions.

■Notes

・Please connect both Intercom and Trello 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
Intercom
Templates using

This is a flow that adds a note to a Hubspot contact when a new conversation is created in Intercom. It centralizes the management of customer interaction history, improving consistency and efficiency in responses. It eliminates the need for manually adding notes, allowing for efficient information sharing.

When a new conversation is created in Intercom, this flow adds the conversation information as a task in Asana. By automatically adding Intercom conversation information as Asana tasks, you can manage tasks more quickly.

This is a flow where a notification is sent to Slack when a user replies on Intercom. Automatic notifications of customer reply information eliminate the need for manual checks, improving operational efficiency. Integrating Intercom with Slack enhances business transparency.
Trello
Trello
Templates using

This is a business workflow that automatically closes GitHub issues in response to Trello card status updates. It links task management and development management to save effort and support efficient project operations.

A business workflow that automatically generates expired Trello card information as Confluence pages. It supports the streamlining of project management, centralization of information, and reduction of manual tasks.

The workflow automatically creates a card in Trello based on the information entered in the form and sends a notification via Gmail. It promotes centralized data management and information sharing within the team, supporting the efficiency of daily operations.
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.
see details
Templates

This is a flow that adds a note to a Hubspot contact when a new conversation is created in Intercom. It centralizes the management of customer interaction history, improving consistency and efficiency in responses. It eliminates the need for manually adding notes, allowing for efficient information sharing.

When a new conversation is created in Intercom, this flow adds the conversation information as a task in Asana. By automatically adding Intercom conversation information as Asana tasks, you can manage tasks more quickly.

This is a flow where a notification is sent to Slack when a user replies on Intercom. Automatic notifications of customer reply information eliminate the need for manual checks, improving operational efficiency. Integrating Intercom with Slack enhances business transparency.
Trello
Yoom allows you to integrate with Trello's API without any code, enabling you to automate various tasks. You can automatically register cards in Trello, retrieve cards from specific boards, and send notifications to platforms like Slack and Chatwork.
see details
Templates

This is a business workflow that automatically closes GitHub issues in response to Trello card status updates. It links task management and development management to save effort and support efficient project operations.

A business workflow that automatically generates expired Trello card information as Confluence pages. It supports the streamlining of project management, centralization of information, and reduction of manual tasks.

The workflow automatically creates a card in Trello based on the information entered in the form and sends a notification via Gmail. It promotes centralized data management and information sharing within the team, supporting the efficiency of daily operations.
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