When new customer tickets come in via Intercom, Zapier can automatically create Process Street customer support process checklists with the relevant data pulled in. This means your support team can answer all conversation tickets in a set, standardized way.
- A SaaS startup uses Intercom to receive customer support tickets
- They also use Process Street to manage their workflows
- They want Process Street customer support process checklists to be launched whenever a new Intercom ticket is submitted, and have the customer’s data automatically pushed into the checklist
- We will create a Zap in Zapier
- We will create a trigger for the Zap which is when a new customer ticket has been submitted through Intercom
- We will create an action for the Zap which is the creation of a customer support process checklist in Process Street
Let’s build the Zap.
Using a Process Street checklist
Make sure you add the template to your account.
Creating the Zap with Zapier
Zapier is a “when this happens, do this” tool which connects over 1,000 apps together. The “when” part is the trigger, and the “do” is the action.
When the trigger and action are combined, it’s called a Zap.
Sign into Zapier (or make an account) and then hit the “Make a Zap!” button on the dashboard.
Setting up Intercom as the trigger
1. Find Intercom via the search bar
In the Zapier editor, use the middle search bar to find Intercom.
Then click on it to select it as the trigger app.
2. Choose the trigger in Intercom
For this use case, the appropriate trigger event is “New Conversation”.
After choosing “New Conversation”, hit continue.
3. Allow Zapier access to your Intercom account
If you haven’t given Zapier access to your Intercom account before, press the “Sign in to Intercom” button.
You’ll then want to click “Authorize access”.
Once Zapier has access, your screen should look similar to the screenshot below.
4. Pull in data from Intercom
The next step is to pull conversation data (or sample conversation data) from Intercom into Zapier.
Hit “Test & Review”.
Then press “Done Editing”.
That’s the first half of the Zap successfully set up.
Setting up Process Street as the action
1. Click “Do this…”
Click the “Do this…” widget. This will begin the process of setting up the action.
2. Find Process Street via the search bar
Use the middle search bar again, but this time search for Process Street.
Then click on it to select it as the action app.
3. Choose the action in Process Street
The appropriate action event for this use case is “Create Checklist”.
After choosing “Create Checklist”, hit continue.
4. Allow Zapier to your Process Street account
To allow Zapier access to your Process Street account, press “Add New Account”, which will take you to a new window.
You’ll then want to put in your Process Street API key. This can be found by clicking your account name in the top right-hand corner of the Process Street app. Then, by navigating to the “Integrations” tab, you’ll find the key.
If you’ve added Process Street to Zapier before, select your account from the dropdown.
Then press “Continue”.
5. Customize how you want the checklists to appear
The next step is to customize how you want the checklists to appear. This means specifying the Intercom data you want to populate the automatically generated Process Street checklists.
First, select “Customer Support Process Checklist” as the Template.
For the Checklist Name field, add “User Name” and “Subject” by using the dropdown. When a Process Street checklist is generated, the title will be the name of whoever wrote the ticket, and the subject of their ticket. I put a “|” character in the middle to break these two pieces of information up.
For the User Email field, select “User Email” from the dropdown.
Then for the Intercom Conversation URL, choose “Link”.
Finally, for the Ticket Body field, add “Body”.
6. Send a test to Process Street
To make sure the checklists appear how you want them to, press the “Test & Continue” button. This will push a test checklist straight through to Process Street.
7. Go to Process Street and find the checklist
Go to your Process Street account and look for the checklist.
If you’ve followed the steps correctly, you’ll see the new checklist with the title, subject, user email, Intercom link, and ticket body data all pulled through.
8. Go back to Zapier and press “Done Editing”
Now go back to Zapier and press the “Done Editing” button.
A pop up will then appear, asking you to turn your Zap on. By turning it on, the Zap will generate a Process Street support ticket checklist (with the appropriate data pulled in) each time a new conversation is started through Intercom.
Press “Turn Zap On”.
After that, the final step is to name the Zap.
I called it “Intercom Conversation -> Process Street Support Checklist”, but you can call it whatever memorable name you wish.