Intercom

The Intercom integration allows Meshes to automatically apply or remove tags on Intercom contacts based on events that occur in your workspace.

Once connected, Intercom becomes available as an action target in your rules. When a matching event is triggered, Meshes can add or remove tags on the corresponding Intercom contact.

Supported Actions

The Intercom integration supports the following actions:

• Add Tag Adds a specified tag to an Intercom contact.
• Remove Tag Removes a specified tag from an Intercom contact.

Step 1: Create an Intercom Connection

To get started, you must first create an Intercom connection.

1. Navigate to your workspace and open Connections
2. Click New Connection
3. Enter a name for the connection (for example, Intercom)
4. Select Intercom as the connection type
5. Click Connect to Intercom

You will be redirected to Intercom to authorize the Meshes app. After authorization is complete, Intercom will redirect you back to Meshes and the connection will be available for use in rules.

Step 2: Create a Rule

Once the Intercom connection is created, you can define rules that determine how tags are applied to contacts in Intercom.

1. Open the Rules tab for your workspace
2. Click New Rule
3. Select the Event Type that will trigger the rule (for example, Contact Created)
4. Choose the Resource Type that applies to the event
5. Select your Intercom connection
6. Choose an action:
   • Add Tag
   • Remove Tag
7. Specify the tag to apply or remove
8. Click Create Rule

Once saved, the rule becomes active immediately.

Step 3: Send a Test Event

Meshes allows you to test rules or run one-off integrations using the Send Test Event feature.

1. Open the rule you want to test
2. Click Send Test Event
3. Provide a JSON payload that includes a valid email field
4. Click Send Event

Example payload:

{
  "id": "<INTERNAL_CONTACT_ID>",
  "email": "test@example.com",
  "first_name": "Test",
  "last_name": "User"
}

Step 4: Review Event Results

After an event is processed, you can view detailed execution results.

1. Navigate to the Events tab
2. Select the event you want to review
3. View the event status and any rules that were processed

The event details page shows:

• Event status (Completed or Failed)
• Which rules were triggered
• The Intercom action performed
• Execution attempts and timestamps

This makes it easy to verify successful updates or troubleshoot issues.

Notes

• Contacts are identified primarily by email address.
• [Optional] Contacts can also be identified by id or external_id; which is stored as the Intercom external_id value for the contact.
• Tags must exist in Intercom in order to be used, depending on account configuration.
• Only the tags specified in the rule are modified.