Add a note to a contact in Intercom when a task is created or updated in a specific Asana project

■Overview

When using both Asana, a project management tool, and Intercom, a customer support platform, you may find yourself manually transferring task progress to customer records. With this workflow, a note is automatically added to the relevant Intercom contact whenever a task is created or updated in Asana. This helps prevent gaps and delays in manual information sharing, enabling smooth communication across teams.

■Who Is This Template For?

• Customer support teams that manually transfer Asana task information to Intercom
• Teams looking to connect Asana and Intercom to streamline customer interaction history management
• Project managers who want to improve information sharing between development and support teams

■Benefits of This Template

• Automatically sync information to Intercom whenever an Asana task is updated, reducing the time spent on manual data entry
• Eliminate manual information sharing to prevent human errors such as input mistakes and missed updates, improving the accuracy of shared information

■How the Flowbot Works

1. First, connect Asana and Intercom to Yoom
2. Select Asana as the trigger and set it to “When a task is created or updated in a specific project”
3. Next, use the AI feature in Operations to set up “Extract data from text” and extract the information needed to search Intercom from the Asana task details
4. Then, configure Intercom’s “Search contacts” action in Operations and identify the relevant contact based on the information extracted in the previous step
5. Finally, configure Intercom’s “Add a note to a contact” action to add the Asana task information as a note to the identified contact

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

■Customization Options

• In the Asana trigger settings, you can select any project to include in the automation
• When searching for contacts in Intercom, you can use email addresses, names, and other information retrieved in the previous step as variables to configure flexible search criteria
• Customize the note added to Intercom by embedding variables such as the Asana task name and details, rather than using fixed text only

■Important Notes

• Connect both Asana and Intercom to Yoom.
• For instructions on connecting Intercom to My Apps, see this page.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.