Reply to a conversation in Intercom when a task in a specific Asana project is completed

■Overview

When a customer support task managed in Asana is completed, do you manually open Intercom to notify the customer?
This process is not only time-consuming but can also lead to mistakes such as delayed communication or missed follow-ups.
With this workflow, you can automate the integration between Asana and Intercom, automatically reply to Intercom conversations when tasks are completed, and speed up customer support while improving operational efficiency.

■Who should use this template

• Customer support professionals who use Asana and Intercom together and manually communicate with customers
• Team leaders who want to streamline the process of reporting task completion in Asana and contacting customers through Intercom
• Anyone looking to automate the integration between Asana and Intercom and improve overall team productivity

■Benefits of using this template

• Automatically reply to Intercom conversations when tasks are completed in Asana, reducing the time spent on manual communication.
• Automate communication from Asana to Intercom to prevent human errors such as delayed replies and missed follow-ups, helping maintain consistent support quality.

■How the flow works

1. First, connect Asana and Intercom to Yoom.
2. Next, select Asana as the trigger and set the action to “When a task in a specific project is completed.”
3. Then, select the AI feature as the operation and set the action to “Extract data from text” to extract the Intercom conversation ID and other details from the Asana task information.
4. Finally, set Intercom’s “Reply to a conversation” action as the operation and send a message to the relevant conversation.

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization options

• In the Asana trigger settings, select the project you want to include in the automation.
• For the reply action in Intercom, you can set the ID of the person responsible for sending the reply.
• Customize the reply message sent to Intercom by embedding information such as the Asana task name as variables, instead of using only fixed text.

■Notes

• Connect both Asana and Intercom to Yoom.
• For instructions on connecting Intercom to My Apps, see this guide.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.
• Include the Intercom conversation ID in the Asana task.