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Intercom automation with Bizomate

Intercom knows who your customers are and what they are asking; your store, payments and team chat know the rest. Bizomate keeps contacts and tags up to date, replies to, assigns, snoozes or closes conversations, opens tickets and sends messages, and starts a workflow when a conversation opens or closes or a contact is added. Every run leaves a record of what it did.

◇ Publishing a workflow that uses it asks for a paid plan. Build and test on any plan.

At a glance

Label Value
Plans ◇ Paid plans — on Free you can build and test; publishing needs a paid plan
Connect An access token and your region
Starts runs Every 5 minutes
Kind Connected app · Support

What can start a workflow

New conversation ◇
When a conversation starts — checked every 5 minutes

In every team, or the one you choose. Checked every 5 minutes.

Conversation closed ◇
When a conversation is closed — checked every 5 minutes

In every team, or the one you choose. Checked every 5 minutes.

New contact ◇
When a user or lead is added — checked every 5 minutes

Users, leads or both. Checked every 5 minutes.

What a workflow can do with it

Create or update a contact ◇
Finds a contact by email — or external id — and updates it, or adds them as a user or lead

Found by email or your own external id and updated, or added as a user or a lead, with your workspace's custom attributes.

Find a contact ◇
A contact by email, external id or phone
Add a tag ◇
Tags a contact — a tag Intercom does not have yet is made

A tag Intercom does not have yet is made.

Remove a tag ◇
Takes a tag off a contact
Create a note on a contact ◇
Adds a note to a contact — only your team sees it

Only your team sees it.

Reply to a conversation ◇
Replies as an admin — to the customer, or as a note for the team

A reply the customer sees, or a note for the team, from the teammate you choose.

Assign a conversation ◇
Gives a conversation to a teammate or a team

To a teammate or a team, with a note if you like.

Close a conversation ◇
Closes a conversation
Snooze a conversation ◇
Snoozes a conversation until a time — it opens again then

Until a date and time; it opens again then.

Create a ticket ◇
Opens a ticket of one of your ticket types for a contact

Of one of your ticket types, with that type's own attributes.

Send a message ◇
Messages a contact from an admin — in the app, or by email

In the app or by email, from the teammate you choose.

Questions about Intercom

Which plan do I need?

Intercom is a premium connection. On any plan, Free included, you can add it and build and test workflows that use it; publishing one of those workflows needs a paid plan.

Which region do I choose?

The one your Intercom workspace keeps its data in — most are United States. Intercom shows it under Settings › Workspace › General. A token tested against the wrong region is refused, and nothing is saved.

Do the triggers start a run straight away?

No. Bizomate checks your Intercom every 5 minutes, and each new conversation, closed conversation or new contact it finds starts one run. A check that finds nothing starts no run.

Who do replies and messages come from?

From the teammate you choose in From or Written by. Left empty, they come from the admin the access token belongs to.