Connect Intercom and finmo to Build Intelligent Automations

Choose a Trigger

Intercom

When this happens...

Choose an Action

finmo

Automatically do this!

Enable Integrations or automations with these events of Intercom and finmo

Enable Integrations or automations with these events of Intercom and finmo

Triggers

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

Actions

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 finmo?

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

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

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

How often does the data sync between Intercom and finmo?

The data sync between Intercom and finmo 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 finmo?

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 finmo?

Yes, you can set conditional logic to control the flow of data between Intercom and finmo. 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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finmo

About finmo

Finmo manages the end to end mortgage process.

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