Intercom

Important: This connector and its actions have been removed from Nintex Automation Cloud and can now be found in Nintex Gallery.

Intercom is a marketing platform with a live chat system for support, sales and marketing teams. Their three main modules include a live chat module for communicating with users, an on-boarding module for sending automated emails to convert users into buyers, and an educational module for answering a user’s questions.

For more information on Intercom, see the company website.

In the context of Nintex Automation Cloud, Intercom is a connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events..

The Intercom connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events. is used to create connections for Intercom actions A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process.. Use Intercom actions to retrieve, create, update, and delete contacts from Intercom.

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Create an Intercom connection

Create a connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.

Intercom account requirements

  • To create an Intercom connection, you need an access token from your Intercom account. To get the Intercom access token, create or access an app in your Intercom Developer Hub, browse to the Authentication tab, and copy your access token. For information on Intercom access tokens, see the Intercom article Authentication Types.
  • When creating the Nintex Automation Cloud connection, prepend "Bearer " to the access token. For example (note the space between the word Bearer and the token), Bearer xxxxxjZhxxxxxxXzMz...5MTdjX2VhMDdjYxxxxxxxNjoxOjA=

Create an Intercom data lookup

Use the Intercom data lookup to retrieve a list of contacts from your Intercom account. Each data lookup is configured for a specific user. You can create as many data lookups as you need. For more information on creating a data lookup and assigning permissions to it, see Data lookups.

For example, to allow users to select a specific contact in a form, add a drop-down list of contacts to the form using a Data lookup control A form control that allow users to select from a drop-down list that has values sourced from a third-party service.. The Data lookup control uses a Intercom - Get contacts data lookup to list the contacts available from the Intercom connection in the drop-down.

You can create a data lookup to:

  • Get contacts: List the contacts available from your Intercom account.