Connect Worksection and Intercom to Build Intelligent Automations

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Worksection

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Intercom

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created.

New Project Task

New Project Task

Retrieve tasks created within a recent time window for the selected project.

New Comment in Task

New Comment in Task

Detects new comments added to a selected task in a project and returns their details.

Task Completed in Project

Task Completed in Project

Return tasks from the selected project that were marked done within the specified recent time period.

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.

Do thisActions

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

Create Project

Create Project

Adds a new project into your account.

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

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Frequently Asked Questions

How do I start an integration between Worksection and Intercom?

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

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

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

How often does the data sync between Worksection and Intercom?

The data sync between Worksection and Intercom 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 Worksection to Intercom?

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 Worksection and Intercom?

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

Worksection

About Worksection

Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.

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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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