Add new Intercom conversations as Productboard notes
Address onboarding issues as soon as they arise. This workflow will capture new conversations from customers on Intercom and analyze the text to gauge whether the feedback pertains to onboarding challenges. If it does, a note will be created on Productboard, ensuring the right teams are aware and are already on the case!
Address onboarding issues as soon as they arise. This workflow will capture new conversations from customers on Intercom and analyze the text to gauge whether the feedback pertains to onboarding challenges. If it does, a note will be created on Productboard, ensuring the right teams are aware and are already on the case!
- When this happens...New Conversation
Triggers when a new conversation is created by a user in Intercom.
- automatically do this...Classify Text
Classify your text into one of your provided categories.
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Summarize Text
Enter a block of text and generate a summary.
- then do this!Create Note
Triggers when a new note is created.
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Lead Added Email
Triggers when a Lead enters an email address.
Try ItNew Lead
Triggers when a new Lead is created.
Try ItWhich Tag?
Try ItNew Closed Conversation
Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).
Try It