Create a record in Airtable when a new conversation is created in Intercom.
Create a record in Airtable when a new conversation is created in Intercom.
Launch this workflow to connect
Intercom &
Airtable
!
■Overview
This is a flow that creates a record in Airtable when a new conversation is created in Intercom.
With Yoom, you can connect apps without programming, making it easy to implement this flow.
■Recommended for
1. Those who use Intercom for customer support
・Customer support representatives handling inquiries
・Companies that have implemented Intercom to streamline support operations
2. Those who use Airtable for data management
・Those who centrally manage conversations created in Intercom
・Those who want to streamline information accumulation by linking Intercom and Airtable
■Benefits of using this template
By registering conversations created in Intercom to Airtable, you can centrally manage inquiry details.
However, if there are many interactions with customers, the task of registering to Airtable each time can be time-consuming and may lead to input errors or omissions.
With this flow, when a new conversation is created in Intercom, a record is automatically created in Airtable, streamlining management tasks.
Even when busy with customer interactions, data is accumulated in Airtable each time a conversation is created in Intercom, allowing you to focus on customer support.
Additionally, since records are created in Airtable in a timely manner, information sharing within the team can be done smoothly.
■Notes
・Please connect Yoom with both Intercom and Airtable.
・For how to connect Intercom with My Apps, please refer to here.
・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
Templates using
Intercom
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Templates using
Airtable
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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.
see detailsTemplates
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, add a note to the contact in HubSpot.
When a new conversation is created in Intercom, add the conversation information as a task in Asana.
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.
When a new conversation is created in Intercom, add the conversation information as a task in Asana.
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.
Notify in Slack when a user replies in Intercom
Airtable
Yoom allows you to integrate with Airtable's API without code, enabling the automation of various tasks. For example, you can automatically add data to Airtable or retrieve information from Airtable to integrate with various SaaS platforms.
see detailsTemplates
When information is registered in Airtable, this flow sends a notification to Microsoft Teams. Even when collaboratively editing Airtable during remote work, notifications to members are automated, enabling more efficient business operations.
Notify Microsoft Teams when information is registered in Airtable.
This is a flow that sends a notification to Google Chat when information is registered in Airtable. It reduces the manual sharing work in LINE WORKS, allowing you to focus on other important tasks. Additionally, each tool can be set with arbitrary values.
Notify Google Chat when information is registered in Airtable.
When information is registered in Airtable, it is a flow to notify Discord. Once information is registered in Airtable, you can notify team members from Discord with any content, enabling timely information sharing.
Notify on Discord when information is registered in Airtable.
No-Code API Actions
Executable API actions
Flowbot triggers
When a new conversation is created
When a new conversation is created or updated
When a user creates a new conversation (Webhook Trigger)
When a user replies in a conversation (Webhook Trigger)
When a new company is created (Webhook Trigger)
When a company is updated (Webhook Trigger)
When a contact (lead) is created (Webhook Trigger)
When a contact (lead) is updated (Webhook Trigger)
When a contact (user) is created (Webhook Trigger)
When a contact (user) is updated (Webhook Trigger)
When a contact is deleted (Webhook Trigger)
When a contact (lead) tag is created (Webhook Trigger)
When an event is created (Webhook Trigger)
When a company is deleted (Webhook Trigger)
When a contact (lead) tag is deleted (Webhook Trigger)
When a contact (user) tag is created (Webhook trigger)
When a contact (user) tag is deleted (Webhook trigger)
When a ticket is created (Webhook trigger)
Flowbot operations
Reply to conversation
Create Contact
Get a contact
Search contacts
Get latest message in conversation
Add translated article
Update contact
Delete contact
Create or update company
Search companies
Retrieve a Company
Create or Update Tag
Tag or Untag Companies
Add Tag to Contact
Remove Tag from Contact
Delete tag
List contacts
Create conversation
Flowbot triggers
When a new conversation is createdWhen a new conversation is created or updatedWhen a user creates a new conversation (Webhook Trigger)When a user replies in a conversation (Webhook Trigger)When a new company is created (Webhook Trigger)When a company is updated (Webhook Trigger)When a contact (lead) is created (Webhook Trigger)When a contact (lead) is updated (Webhook Trigger)When a contact (user) is created (Webhook Trigger)When a contact (user) is updated (Webhook Trigger)When a contact is deleted (Webhook Trigger)When a contact (lead) tag is created (Webhook Trigger)When an event is created (Webhook Trigger)When a company is deleted (Webhook Trigger)When a contact (lead) tag is deleted (Webhook Trigger)When a contact (user) tag is created (Webhook trigger)When a contact (user) tag is deleted (Webhook trigger)When a ticket is created (Webhook trigger)When a ticket's status is updated (Webhook trigger)When a contact (lead) is created or updated (Webhook trigger)When a Contact (User) Is Created or Updated (Webhook Trigger)
Flowbot operations
Reply to conversationCreate ContactGet a contactSearch contactsGet latest message in conversationAdd translated articleUpdate contactDelete contactCreate or update companySearch companiesRetrieve a CompanyCreate or Update TagTag or Untag CompaniesAdd Tag to ContactRemove Tag from ContactDelete tagList contactsCreate conversationList conversationsRetrieve conversationAssign a teammate or team to a conversationList teamsList workspace adminsCreate ticketCreate ticket typeUpdate ticketGet ticketAdd note to contactCreate messageList articlesRetrieve an articleCreate an articleUpdate an articleSend an eventImport a data source via URLSearch articlesSearch tickets
Flowbot triggers
When a record is createdWhen a record is updated
Flowbot operations
Retrieve RecordCreate RecordUpdate RecordDelete recordAttach file to recordCreate commentSearch records (keyword search)Get list of recordsDownload Record FileMore inspiration for you
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