Full list

Supported Triggers & Actions

Everything you can automate between Docamatic and Intercom.

When this happensTriggers

A trigger is an event that starts a workflow.

Lead Adds Email Address

Lead Adds Email Address

Runs when Lead Adds Email Address

Conversation Is Closed

Conversation Is Closed

Runs when conversation is closed

New Company Created

New Company Created

Runs when new company is created

Admin Initiates Message to User

Admin Initiates Message to User

Runs when Admin Initiates Message to User

New Ticket Created

New Ticket Created

Runs when new ticket is created

Contact Unsubscribes From Emails

Contact Unsubscribes From Emails

Runs when Contact Unsubscribes From Emails

Do thisActions

Action is the task that follows automatically within your Docamatic integrations.

Convert URL or HTML to Image

Convert URL or HTML to Image

This endpoint allows you to generate a PDF document from a URL or HTML.

Password Protect PDF

Password Protect PDF

allows you to password protect an existing pdf document.

Convert URL or HTML to PDF

Convert URL or HTML to PDF

generate a PDF document from a URL or HTML

Write to an existing PDF

Write to an existing PDF

Add text, images, barcodes and QR codes to an existing pdf document.

Generate a PDF from a predefined template

Generate a PDF from a predefined template

This endpoint allows you to create a PDF or image from one of our predefined templates.

List  All Tags

List All Tags

List All Tags

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Intercom
Intercom + Docamatic
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About Intercom

Intercom is a customer messaging platform that helps businesses connect with their customers through live chat, bots, and personalized messaging. It enables companies to improve customer support, drive engagement, and increase sales by providing a seamless communication experience.

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Frequently Asked Questions

How do I connect Docamatic and Intercom?

Sign up for a free viaSocket account, then authorize both your Docamatic and Intercom accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Docamatic and Intercom as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Docamatic to Intercom?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Intercom. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Docamatic triggers actions in Intercom, and a separate workflow where Intercom triggers actions in Docamatic. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Docamatic and Intercom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Docamatic and Intercom integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.