Do everything in one place
Customize your Intercom and Rocketlane integration with the following
triggers and actions.
Triggers
When this happens…
Intercom
- New company Real-timeNew company in Intercom
- New contactNew contact in Intercom
- New conversationNew conversation in Intercom
- New userNew user in Intercom
- Updated contactUpdated contact in Intercom
- Updated conversationUpdated conversation in Intercom
- Updated userUpdated user in Intercom
Any other trigger you can think up
Rocketlane
- Csat Submitted Real-timeCsat Submitted in Rocketlane
- Form Submitted Real-timeForm Submitted in Rocketlane
- New Project Message Real-timeNew Project Message in Rocketlane
- New Project Real-timeNew Project in Rocketlane
- Updated Project Real-timeUpdated Project in Rocketlane
- New Task Message Real-timeNew Task Message in Rocketlane
- New Task Real-timeNew Task in Rocketlane
- Updated Task Real-timeUpdated Task in Rocketlane
Any other trigger you can think up
Actions
Do this…
Intercom
- Custom actionCustom action in Intercom (Custom)
- Add conversation noteAdd conversation note in Intercom
- Archive users BatchArchive users in Intercom
- Get conversation by IDGet conversation by ID in Intercom
- Reply to conversation as userReply to a conversation in Intercom
- Search conversations by user BatchSearch conversations by user in Intercom
- Search notes by user BatchSearch notes by user in Intercom
- Search segments by user BatchSearch segments by user in Intercom
- Search tags by user BatchSearch tags by user in Intercom
- Search userSearch user in Intercom
- Update userUpdate user in Intercom
- Create/update users BatchInsert/update users in Intercom
Any other action you can think up
Rocketlane
- Archive ProjectArchive Project in Rocketlane
- Create ProjectCreate Project in Rocketlane
- Create TaskCreate Task in Rocketlane
- Post Task messagePost Task message in Rocketlane
- Create Time OffCreate Time Off in Rocketlane
- Delete ProjectDelete Project in Rocketlane
- Import Templates to ProjectImport Templates to Project in Rocketlane
- Search ProjectSearch Project in Rocketlane
- Search TaskSearch Task in Rocketlane
- Update ProjectUpdate Project in Rocketlane
- Update TaskUpdate Task in Rocketlane
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work