IntegrationsIntercomWhole Practice
Intercom + Whole Practice

Connect Intercom and Whole Practice to Build Intelligent Automations

Choose a Trigger

Intercom

When this happens...

Choose an Action

Whole Practice

Automatically do this!

Enable Integrations or automations with these events of Intercom and Whole Practice

Enable Integrations or automations with these events of Intercom and Whole Practice

Triggers

Lead Added Email

Lead Added Email

Triggers when a Lead enters an email address.

New Closed Conversation

New Closed Conversation

Triggers when you close a Conversation.

New Company

New Company

Triggers when a new Company is created.

Admin initiated message to one user

Admin initiated message to one user

Triggers when Admin initiated message to one user.

New Ticket

New Ticket

Triggers when a new Ticket is created in Intercom.

New Unsubscription

New Unsubscription

Triggers when a user unsubscribes from Intercom.io 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

Add or Remove tag on company

Add or Remove tag on company

add or remove tag on company

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Frequently Asked Questions

How do I start an integration between Intercom and Whole Practice?

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

Can we customize how data from Intercom is recorded in Whole Practice?

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

How often does the data sync between Intercom and Whole Practice?

The data sync between Intercom and Whole Practice 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 Whole Practice?

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 Whole Practice?

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

About Whole Practice

Whole Practice is a full practice management platform for Wellness Professionals.

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