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Set up your first integration
Quickly connect Intercom to Shortcut with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Intercom with Shortcut - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Lead Added Email" from Intercom.
Add your action
An action happens after the trigger—such as "Create Story" in Shortcut.
You’re connected!
Zapier seamlessly connects Intercom and Shortcut, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Lead Added Email
Triggers when a Lead enters an email address.
Try ItTriggerInstant - New Lead
Triggers when a new Lead is created.
Try ItTriggerInstant - Which Tag?
Try ItTriggerInstant- New AI Summary
Triggers when an AI-generated summary is created for a conversation in Intercom.
Try ItTriggerInstant
- Lead Converted to User
Triggers when a lead converts to a user.
Try ItTriggerInstant - Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItTriggerInstant - New Conversation Rating
Triggers when a conversation receives a rating.
Try ItTriggerInstant - Message body format
Try ItTriggerInstant
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Practical ways you can use Intercom and Shortcut
Create Shortcut stories from tagged user conversations in Intercom.
For conversations in Intercom that are tagged with specific labels, Zapier can automatically create Shortcut stories. This ensures that common or important support themes are flagged and tracked by the product or QA teams, leading to improved customer satisfaction and reduced backlog.
Customer Support OpsLog new Shortcut stories in Intercom.
With Zapier, every time a new story is created in Shortcut, an update can be posted to Intercom. This workflow bridges communication between engineers and support teams, ensuring issues or feature requests get visibility across platforms and improving collaboration and response times.
EngineeringTrack new Intercom conversations in Shortcut.
When a new conversation starts in Intercom, Zapier ensures automatically creating a story in Shortcut. This setup allows project managers to document feedback or product-related queries promptly, facilitating better collaboration and prioritization for product teams.
Project ManagementLearn how to automate Intercom on the Zapier blog
Frequently Asked Questions about Intercom + Shortcut integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Intercom and Shortcut
What is the purpose of integrating Intercom with Shortcut?
By integrating Intercom with Shortcut, you can streamline and automate workflows between customer communication and project management. This integration allows you to automatically create Shortcut stories based on specific triggers from Intercom like new messages or tagged conversations.
How do I set up the integration between Intercom and Shortcut?
Setting up the integration involves creating automated workflows where actions in Intercom, such as receiving a new message, trigger tasks in Shortcut, like creating a new story. Configuration can be done with our interface, following step-by-step instructions.
Can I customize which Intercom messages trigger actions in Shortcut?
Yes, you can customize triggers to specify which types of messages result in actions within Shortcut. For example, you might set it up so that only high-priority labeled messages automatically create stories in Shortcut.
What are typical triggers for creating a story in Shortcut via Intercom?
Common triggers include receiving a new message, tagging conversations with specific labels, or closing conversations in Intercom. Each of these can be set to automatically generate a corresponding story or task in Shortcut.
Is it possible to track updates from Shortcut back into Intercom?
While the primary flow is from triggering events in Intercom to initiating tasks in Shortcut, tracking updates from completed stories back into the conversation notes in Intercom can also be integrated by setting appropriate workflows.
What happens to existing data when the integration is activated?
Existing data remains unchanged when you activate the integration. Only new activities that meet your defined criteria will trigger actions within your connected apps.
How do I test if my Intercom and Shortcut integration works correctly?
You can test your setup by simulating an action like sending a message or tagging a conversation within Intercom and then checking if it results in the expected story creation or update within Shortcut as configured.