Connect Intercom and Way We Do
Integrate Intercom with Way We Do to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a New User to Way We Do when Lead Adds Email Address in Intercom
Complete a Checklist Step in Way We Do when Lead Adds Email Address in Intercom
Add a Checklist Comment to Way We Do when Lead Adds Email Address in Intercom
Start Checklist Instance in Way We Do when Lead Adds Email Address in Intercom
Find a Checklist by Title in Way-we-do when Lead Adds Email Address in Intercom
Popular Intercom + Way We Do flows
Start from a real workflow other teams are already running.
Choose a trigger
Intercom
When this happens...
Lead Adds Email Address
Conversation Is Closed
New Company Created
Admin Initiates Message to User
New Ticket Created
Contact Unsubscribes From Emails
New User Created
Tag Added to Conversation
Tag Added to Lead
User Is Tagged
Contact Is Updated
Admin Activity Log Event Created
New Lead Created
Admin Away Mode Is Updated
Admin Logged In
Admin Logs Out
Company Attached To Contact
Company Detached From Contact
Company Deleted
Company Updated
Contact Archived
Contact Is Deleted
Contact Email Updated
Tag Removed From Lead
Lead Is Updated
Contact Subscribes to Email
Contact Unarchived
Contact Unsubscribed From Email
User Untagged
Conversation Assigned to Any Teammate
Note Is Added to Conversation
Open Conversation Assigned To Teammate
Conversation Opened by Admin
Teammate Replies
Conversation Snoozed
Contact Added to Conversation
Contact Removed From Conversation
Conversation Is Deleted
Conversation Priority Updated
User Subscribes to Message Type
User Unsubscribes From Message Subscription Type
Admin Is Assigned to Ticket
Teammate Replies to Ticket
Ticket Attribute Updated
Ticket Contact Is Attached
Ticket Contact Detached
Note Added to Ticket
Ticket State Changes
Team Assigned to Ticket
Choose an action
Way We Do
Automatically do this!
Add a New User
Complete a Checklist Step
Add a Checklist Comment
Start Checklist Instance
Find a Checklist by Title
Find a Checklist Instance by ID
Find a Checklist Instance by Title
Find a Checklist Step by ID
Find a Procedure by Title
Find a Procedure or Checklist by ID
Find a User
Find a Checklist Step by Title
Add Collaborators
List Checklist Instance Comments
List Checklist Instances
List Collaborator Invites
Get Company
List All Company Roles
List Completed Checklist Steps
List Procedure Acceptance
List All Procedures
List All Security Roles
List All Time Zones
List All Users
Add a New User to Way We Do when Lead Adds Email Address in Intercom
Use this flowComplete a Checklist Step in Way We Do when Lead Adds Email Address in Intercom
Use this flowAdd a Checklist Comment to Way We Do when Lead Adds Email Address in Intercom
Use this flowStart Checklist Instance in Way We Do when Lead Adds Email Address in Intercom
Use this flowFind a Checklist by Title in Way-we-do when Lead Adds Email Address in Intercom
Use this flowFind a Checklist Instance by ID in Way We Do when Lead Adds Email Address in Intercom
Use this flowFind a Checklist Instance by Title in Way We Do when Lead Adds Email Address in Intercom
Use this flowFind a Checklist Step by ID in Way-we-do when Lead Adds Email Address in Intercom
Use this flowFind a Procedure by Title in Way-we-do when Lead Adds Email Address in Intercom
Use this flowFind a Procedure or Checklist by ID in Way We Do when Lead Adds Email Address in Intercom
Use this flowSupported Triggers & Actions
Everything you can automate between Intercom and Way We Do.
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Adds Email Address
Runs when Lead Adds Email Address
Conversation Is Closed
Runs when conversation is closed
New Company Created
Runs when new company is created
Admin Initiates Message to User
Runs when Admin Initiates Message to User
New Ticket Created
Runs when new ticket is created
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
Add Tag to Contact
Add a tag to contact
Get contacts
Find Companies
Finds an existing companies.
Create User
Create a new User
Find Lead
Retrieve an Intercom contact: returns a lead when searching by email or contact ID, or the contact matching an external user ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
About Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Intercom and Way We Do 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.
Yes. viaSocket uses instant triggers where available, so data moves between Intercom and Way We Do as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Way We Do. No coding required.
Yes. You can set up a workflow where Intercom triggers actions in Way We Do, and a separate workflow where Way We Do triggers actions in Intercom. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Intercom and Way We Do. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Intercom and Way We Do integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
