Connect Intercom and DocsBot to Build Intelligent Automations

Choose a Trigger

Intercom

When this happens...

Choose an Action

DocsBot

Automatically do this!

Ready to use Intercom and DocsBot automations

Actions and Triggers

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 Intercom integrations.

List  All Tags

List All Tags

List All Tags

Add Tag to Contact

Add Tag to Contact

Add a tag to contact

Get contacts

Get contacts

Find Companies

Find Companies

Finds an existing companies.

Create User

Create User

Create a new User

Find Lead

Find Lead

Retrieve an Intercom contact: returns a lead when searching by email or contact ID, or the contact matching an external user ID.

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Frequently Asked Questions

How do I start an integration between Intercom and DocsBot?

To start, connect both your Intercom and DocsBot accounts to viaSocket. Once connected, you can set up a workflow where an event in Intercom triggers actions in DocsBot (or vice versa).

Can we customize how data from Intercom is recorded in DocsBot?

Absolutely. You can customize how Intercom data is recorded in DocsBot. This includes choosing which data fields go into which fields of DocsBot, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Intercom and DocsBot?

The data sync between Intercom and DocsBot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Intercom to DocsBot?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Intercom and DocsBot?

Yes, you can set conditional logic to control the flow of data between Intercom and DocsBot. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Intercom

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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DocsBot

About DocsBot

DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.

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