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How to connect Monday and Intercom
Create a New Scenario to Connect Monday and Intercom
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Intercom will be your first step. To do this, click "Choose an app," find Monday or Intercom, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Intercom Node
Next, click the plus (+) icon on the Monday node, select Intercom from the list of available apps, and choose the action you need from the list of nodes within Intercom.
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Authenticate Intercom
Now, click the Intercom node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Intercom settings. Authentication allows you to use Intercom through Latenode.
Configure the Monday and Intercom Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Monday and Intercom Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Intercom
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Trigger on Webhook
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Monday
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Webhook response
Save and Activate the Scenario
After configuring Monday, Intercom, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Monday and Intercom integration works as expected. Depending on your setup, data should flow between Monday and Intercom (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Monday and Intercom
Monday + Intercom + Slack: When a new item is created in Monday, the details are sent to Intercom to create a new lead. A message is then sent to a designated Slack channel to notify the support team.
Intercom + Monday + Jira: When a new conversation is started in Intercom, create an item in Monday to track the support request. If the conversation is related to an existing Jira issue, add a comment to the Jira issue with a link to the Monday item.
Monday and Intercom integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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About Intercom
Integrate Intercom with Latenode to automate customer support and engagement. Trigger workflows based on Intercom events to update CRMs, send personalized emails, or escalate issues. Latenode’s visual editor and flexible logic let you build custom support automation that adapts to your business needs, without complex coding or per-step fees.
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FAQ Monday and Intercom
How can I connect my Monday account to Intercom using Latenode?
To connect your Monday account to Intercom on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Intercom accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Monday items from new Intercom conversations?
Yes, you can! Latenode lets you trigger Monday item creation based on new Intercom conversations. This ensures every customer interaction is tracked and managed directly from your boards, improving team alignment.
What types of tasks can I perform by integrating Monday with Intercom?
Integrating Monday with Intercom allows you to perform various tasks, including:
- Create Monday items for new Intercom conversations.
- Update Monday items based on Intercom conversation status.
- Send Intercom messages when a Monday item reaches a certain stage.
- Sync contact information between Monday and Intercom.
- Trigger custom actions in Intercom from Monday automations.
How does Latenode handle complex Monday automations involving Intercom?
Latenode allows combining no-code blocks with custom JavaScript, AI steps, and advanced logic for handling complex Monday automations, extending beyond simple integrations.
Are there any limitations to the Monday and Intercom integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of the Monday and Intercom APIs may affect high-volume workflows.
- Custom field mappings require careful configuration during setup.
- Complex data transformations may require JavaScript for advanced scenarios.
