If you start the workflow with a webhook trigger (for example, a workflow starts when a customer contacts you), you can use one of these templates to extract more data from Intercom and feed it into the workflow.

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Before you begin

  • Get an Intercom API key. For details, see Intercom documentation.
  • Verify the version of the Intercom API you’re using. You’ll need to provide the version in the call header. For details on the version, see Intercom documentation.

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Get the company details from Intercom

  1. In Next Matter select the workflow that should integrate with Intercom, and add a new integration step to get deal details.
  2. Click Settings and enter the following details:
    This call will return all the company details stored in Intercom such as the company’s profile or activity.
    Tip: Get an Intercom Company_ID. You can find the ID by going to Intercom and clicking the company link in Contacts > Companies.
    • Headers: Content-Type: application/json
    • Headers: Authorization: Bearer INTERCOM_API_KEY
    • Headers: Intercom-Version: 2.10
  3. Create a variable for the company name with the value of: $.name.
  4. Save your changes.

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Get the details of a contact into the workflow

  1. In Next Matter select the workflow that should integrate with Intercom, and add a new integration step to get deal details.
  2. Click Settings and enter the following details:
    This call will return all the user details stored in Intercom.
    Tip: Get an Intercom CONTACT_ID (user_ID). You can find the ID by going to Intercom and clicking the person’s link in Contacts > People.
    • Headers: Content-Type: application/json
    • Headers: Authorization: Bearer INTERCOM_API_KEY
    • Headers: Intercom-Version: 2.10
  3. Create a variable for the following: company ID with the value of: $.companies.data[0].id, custom attributes with the value of $.custom_attributes (if you want to get a list of all attribute values) or a CUSTOM ATTRIBUTE with the value of $.custom_attributes.['CUSTOM ATTRIBUTE'], when you want a specific attribute. In this case, enter the name of the CUSTOM ATTRIBUTE as used in Intercom.
  4. Save your changes.