Intercom + monday.com

Update Intercom leads' tags when monday.com board column values change

Keep your Intercom leads organized by updating their tags whenever there's a change in a monday.com board column. With this automation, every time a column value in a monday.com board is modified, the associated lead's tags in Intercom will be either added or removed. Stay on top of your leads' progress and communicate effectively with your team by ensuring your Intercom tags are always up-to-date.

When this happens...
Specific Column Value Changed in Board
Triggers when a specific column's value changes in the selected board.
TriggerInstant
automatically do this!
Add Tag to Contact
Add a Tag to a specific Intercom Contact.
ActionWrite

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Supported triggers and actions

- Board IDRequired
Trigger
Instant
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- Board IDRequired
- Group Names to trigger on
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Instant
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- Board IDRequired
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Instant
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- Board IDRequired
- Column IDRequired
Trigger
Instant
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- Board IDRequired
Trigger
Instant
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- Board IDRequired
Action
Write
- Item IDRequired
Action
Write

- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Subitem IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board IDRequired
- User :Required
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search
Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
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Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Trigger
Instant
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New Conversation Rating
Triggers when a conversation receives a rating.
Trigger
Instant
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- Message body format
Trigger
Instant
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New Conversation
Triggers when a new Conversation is created by a User in Intercom.
Trigger
Instant
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New User
Triggers when a new User is created.
Trigger
Instant
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Updated Company
Triggers when a company is updated.
Trigger
Instant
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- UpdatesRequired
- Update sample
Trigger
Instant
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New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
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- Contact identifier typeRequired
- Tag selection method
Action
Write
- Contact TypeRequired
- Message BodyRequired
Action
Write
- User Association Note
- CompanyRequired
- Warning
- Name
- Website
- Size
- Monthly Revenue
- Plan
- Industry
- Custom Attributes
Action
Write
- Contact identifier typeRequired
- TagRequired
Action
Write
- Contact Identifier
- Message BodyRequired
Action
Write
- CompanyRequired
- Tag NameRequired
- Untag?
Action
Write
- TicketRequired
- Title
- Description
- State
- Is Open
- Snoozed Until
- Assigned Admin
Action
Write
- EmailRequired
- Custom Attributes
- Created At
- User ID
- Full Name
- IP Address
Action
Write
- Search Mode
- Search Value
Action
Search
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search Mode
- Search Value
- User Association Note
- Company NameRequired
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write

- Item Created In Board Copy
- Board IDRequired
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Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
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- Board IDRequired
- Column IDsRequired
Trigger
Instant
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- Board IDRequired
- Column IDRequired
Trigger
Instant
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New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
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- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search
Lead Added Email
Triggers when a Lead enters an email address.
Trigger
Instant
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
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- Which Tag?
Trigger
Instant
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New AI Summary
Triggers when an AI-generated summary is created for a conversation in Intercom.
Trigger
Instant
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New Company
Triggers when a new Company is created.
Trigger
Instant
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New Ticket
Triggers when a new Ticket is created in Intercom.
Trigger
Instant
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- Tag
Trigger
Instant
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Updated Contact
Triggers when a Contact is updated in Intercom.
Trigger
Instant
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- Which Tag?
Trigger
Instant
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- EmailRequired
- Note TextRequired
Action
Write
- TitleRequired
- Description
- Body
- AuthorRequired
- State
- Parent Collection
Action
Write
- Event nameRequired
- Created at
- Contact identifier typeRequired
- Metadata
Action
Write
- Ticket typeRequired
- Contact IDRequired
- Company ID
Action
Write
- Conversation IDRequired
- Reply TypeRequired
- Reply BodyRequired
- Attachments
Action
Write
- FromRequired
- ToRequired
- Message TypeRequired
- BodyRequired
- Subject
- Template
- Create Conversation Without Contact Reply?
Action
Write
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Write
- Lookup EmailRequired
- Full Name
- User ID
- Company ID
- Unsubscribed From Emails
- Phone Number
- Created At
- IP Address
- Custom Attributes
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search FieldRequired
- Match TypeRequired
- Conversation Status
- Updated After
- Updated Before
Action
Search
- Search FieldRequired
- Match TypeRequired
- Ticket State
- Updated After
- Updated Before
Action
Search
- Conversation IDRequired
Action
Search
- Search ModeRequired
- Search ValueRequired
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Search or write

About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.

Learn more

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About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Learn more

Related categories

Project Management

Intercom + monday.com

Update Intercom leads' tags when monday.com board column values change

Any Column Value Changed in Board

Item Moved to Group (Same or Different Board)

New Subitem on Board

Specific Column Value Changed in Board

New Update in Board

Archive Board

Archive Item

Update Item

Create Column

Create Item

Create Update

Delete Item

Update Subitem

API Request (Beta)

Find User by Name

Get Column Values

Get Group Details

Get User Details

Lead Converted to User

Contact Replied

New Conversation Rating

New Closed Conversation

New Conversation

New User

Updated Company

Updated Ticket

New Unsubscription

Add Tag to Contact

Create Conversation

Create or Update Company

Remove Tag From Contact

Send Incoming Message

Add/Remove Tag on Company

Update Ticket

Create User

Find Company

Find Lead

Find User

Find or Create Company

New Item in Board

New Board

Specific Columns Values Changed in Board

Specific Subitem Column Value Changed in Board

New User

Archive Group

Update Item Name

Create Board

Create Group

Create Subitem

Delete Group

Group Position

Upload File to Specific Column

Get Items by Column Value

Get Board Values

Get File Column Values

Get Subitem Values

Lead Added Email

New Lead

Tag Added to Lead

New AI Summary

New Company

New Ticket

Tag Added to Conversation

Updated Contact

Tag Added to User

Add Note

Create Article

Create Data Event

Create Ticket

Reply to Conversation

Send Message to Contact

Create/Update Lead

Create/Update User

API Request (Beta)

Find Conversation

Find Ticket

Retrieve a Conversation

Find or Create Lead