Intercom Action Block
The Intercom Action Block manages contacts and conversations in Intercom from your workflow — create and tag contacts, send messages, reply to or close conversations, open tickets, and track custom events. 14 operations are available.
Customer Messaging Automation: Sync leads from any source into Intercom, hand chats to your support team, and keep contact data and tags up to date automatically.
Key Features
- Contact Management: Create, update, search, and fetch contacts (users and leads)
- Messaging: Send in-app or email messages, and reply into existing conversations
- Conversation Control: Close, assign, and tag conversations
- Tickets & Events: Open tickets and track custom events with metadata
- Variable Support: Every field accepts
{{variables}}from earlier blocks
Operations
| Operation | What it does |
|---|---|
| Create Contact | Create a user or lead with email, name, phone, and custom attributes |
| Update Contact | Update an existing contact by Contact ID |
| Search Contacts | Find contacts with a search query |
| Get Contact | Fetch one contact by id |
| Send Message | Send an in-app or email message to a contact (from an admin) |
| Create Note | Attach an internal note to a contact |
| Get Conversations | List conversations |
| Reply To Conversation | Post a reply into an existing conversation |
| Tag Contact | Add a tag to a contact |
| Create Ticket | Open a ticket with a title, description, and ticket type |
| Close Conversation | Close a conversation |
| Assign Conversation | Assign a conversation to an admin or team |
| Add Conversation Tag | Tag a conversation |
| Track Event | Record a custom event (with JSON metadata) for a contact |
Configuration
| Parameter | Used by | Description |
|---|---|---|
| Contact ID | Contact and message operations | The Intercom contact id |
| Email / Name / Phone | Create/Update Contact | Contact details |
| Role | Create Contact | user or lead |
| External ID | Create/Update Contact | Your own system's id for the contact |
| Message Body | Send Message, Reply, Note | The message text |
| Message Type | Send Message | inapp or email |
| Conversation ID | Conversation operations | The target conversation |
| Admin ID / Team ID | Send Message, Assign | Who sends the message or receives the assignment |
| Tag Name / Tag ID | Tag operations | The tag to apply |
| Ticket Title / Description / Type ID | Create Ticket | Ticket details (type id is workspace-specific) |
| Event Name / Metadata (JSON) | Track Event | The custom event and its data |
| Custom Attributes (JSON) | Create/Update Contact | Extra contact fields |
Connecting Intercom
- Go to the Intercom Developer Hub (opens in a new tab) and open (or create) an app for your workspace.
- Under Authentication, copy the Access Token.
- Make sure the app has the permissions you need (read/write contacts, conversations, tickets).
- In the Intercom block settings, add a new connection and paste the token.
- Save and select the credential in the block.
⚠️
Actions like Send Message and Assign Conversation need an Admin ID — find admin ids in Intercom under Settings, or by calling the admins endpoint with your token.
Output
The Intercom API response is stored as the block's output. Reference fields downstream with {{blockId.field}} — for example {{blockId.id}} for a created contact.
Example: Lead capture and handoff
- Webhook Trigger — a new lead submits your pricing form.
- Intercom (Create Contact) — creates a lead with email and name.
- Intercom (Tag Contact) — tags it
pricing-inquiry. - Intercom (Send Message) — sends a welcome email from your sales admin.