Intercom
Zendesk
automateio

An automated workflow using automateio

Connects Intercom + Zendesk

Turn new Intercom conversations into tickets on Zendesk

About this workflow template

This automation scenario allows you to connect Intercom and Zendesk

It can be build using Automateio, a no-code workflow automation tool. Automateio allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Categories

Intercom and Zendesk can also be integrated using automation tools other than automateio:

Diagram

Turn new Intercom conversations into tickets on Zendesk
Workflow diagram: Intercom + Zendesk integration

How it works?

When this trigger fires in Intercom

Intercom

New Conversation in Intercom

Triggers when a users starts a new conversation

Then this action happens in Zendesk

Zendesk

Add a Ticket in Zendesk

Add a ticket.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Turn new Intercom conversations into tickets on Zendesk.

Part I

Configure Applications

First, we need to connect Intercom and Zendesk to Automateio.

  • Create Automateio account.

    Create Automateio account.

    Create Automateio account if you don't have one.

  • Connect Intercom to Automateio.

    Connect Intercom to Automateio.

    Give Automateio access to your Intercom account, using Intercom credentials.

  • Connect Zendesk to Automateio.

    Connect Zendesk to Automateio.

    Give Automateio access to your Zendesk account, using Zendesk credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.

  • Set up a Trigger action for Intercom

    Set up a Trigger action for Intercom

    Choose the following trigger: New Conversation (Triggers when a users starts a new conversation).

  • Then set up an Action for Zendesk

    Then set up an Action for Zendesk

    Choose this action: Add a Ticket (Add a ticket.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Intercom and Zendesk.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Turn new Intercom conversations into tickets on Zendesk!

Supported triggers and actions

  • Zendesk

    New ticket

    Triggers when a new ticket is added to a view.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • Zendesk

    New ticket in view

    Triggers when a new ticket is added to a view.

    zapier
    triggerbyzapier
  • Zendesk

    New user

    Triggers when a new user is created.

    zapieralbato
    triggerbyzapieralbato
  • Zendesk

    New ticket (instant)

    New ticket (instant)

    pipedream
    triggerbypipedream
  • Zendesk

    Ticket closed (instant)

    Ticket closed (instant)

    pipedream
    triggerbypipedream
  • Zendesk

    Ticket pending (instant)

    Ticket pending (instant)

    pipedream
    triggerbypipedream
  • Intercom

    Create/update user

    Update a user within Intercom given their e-mail address.

    zapier
    actionbyzapier
  • Intercom

    Send incoming message

    Send a Message from a Contact into Intercom to create a new Conversation. Note: you must have a valid plan on Intercom to access this action.

    zapierpipedream
    actionbyzapierpipedream
  • Intercom

    Create/update lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

    zapier
    actionbyzapier
  • Intercom

    Add/remove tag on user (legacy)

    Attach or remove a tag on a specific user.

    zapier
    actionbyzapier
  • Intercom

    Add event (legacy)

    Tags a user with an event that occurred.

    zapier
    actionbyzapier
  • Intercom

    Create user

    Creates a new user in your Intercom app.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

Automateio

Automateio

Automation Platforms

Cloud automation platform which automates marketing, sales, and business workflows with no-code workflows

Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.