Intercom

Connect external databases to Intercom and create fully automated Workflows.

Custom actions and objects explained

Help your customers self-solve more of their questions with external data.

5 great ways to use custom actions and objects in bots

Beth-Ann Sher

Stephen Forbes

Eden

Boosting your bots effectiveness and resolving more customer questions automatically.

Custom Actions & Objects

How to model and store external data to suit your specific use case with Custom Objects.

Setting up a Custom Object

Learn about the different types of references to accurately represent the complexities of your data.

Setting up references with Custom Objects

Learn how to create custom actions to integrate your external data with Fin and Workflows that resolve more customer questions.

Setting up a custom action

Approaches you can use to authenticate your Custom Actions, and how to set up, view and manage tokens.

Setting up Custom Actions authentication

See which objects and arrays you can use for response mapping in Intercom.

JSON objects and arrays supported for Custom Actions response mapping

Getting started

Trigger custom actions automatically in Workflows, Custom Answers, and Fin AI Agent handovers.

Using custom actions in automation

Learn how to use Custom Actions in the Inbox through Workflows, Macros, CMD+K

How to use Custom Actions in the Inbox

Create an auto-responder using Custom Actions and Workflows to set expectations with your customers.

Automate responses to customers when you’re offline

How to use ticket attributes in the Custom Action builder.

Use ticket attributes in Custom Actions

Create fully flexible and powerful support experiences in your Workflows and Custom Answers with Custom Objects.

Using Custom Objects in Workflows

Find where to view, update, archive and manage attributes for Custom Objects.

How to manage Custom Objects

How to get additional data context through Custom Objects associated to user or conversation.

View Custom Object data from the Help Desk

Brian McKiernan

Implementation

Learn how to generate an API token and encode it in the right format

How to create authentication with Zendesk for Custom Actions

Step-by-step guidelines on how to create tickets in Zendesk from a conversation in Intercom

How to create tickets in Zendesk from a conversation in Intercom with Custom Actions

Natalia Alvarez

Using Custom Actions side-by-side with Zendesk

Learn about the handling of Custom Action storage, authorization and execution.

Custom Actions security and best practices

Best practices

Support and information for common questions around using custom actions and custom objects.

Custom actions and objects FAQs

FAQs

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