Intercom logo + Monday logo

Automate Intercom & Monday

Stop paying for mismatched spreadsheets. Sync data between Intercom and Monday in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Intercom"]
        T1(["Contact Replied"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Monday"] A1(["Archive Board"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Intercom and Monday operate separately, customer support teams often face delays in project updates. For example, when a customer submits a ticket in Intercom, the support agent must manually enter the ticket details into Monday, leading to potential data loss such as missing priority levels or due dates. This manual entry not only consumes valuable time but also results in discrepancies between what the customer sees in Intercom and what the project management team tracks in Monday, causing frustration for both teams.

Top Ways to Automate Intercom & Monday

  • Automated Lead Management: Instantly transfer leads captured in Intercom to Monday, creating tasks for your sales team to follow up on, ensuring no potential customer is overlooked.
  • Real-Time Customer Feedback Loop: Automatically sync customer feedback collected in Intercom to Monday, allowing your product and development teams to prioritize enhancements based on direct user input.
  • Streamlined Support Ticket Tracking: Convert Intercom support tickets into actionable tasks in Monday, enabling your support team to manage and resolve customer issues efficiently while keeping track of progress in one centralized location.

How to Build the Intercom → Monday Sync

  1. In Intercom, navigate to the 'Webhooks' section and create a new webhook that triggers on 'New Conversation'. Set the endpoint URL to your server's endpoint that will handle the incoming data.
  2. Configure the webhook to send a payload containing the conversation details, including 'id', 'user_id', 'created_at', and 'status'.
  3. On your server, set up an endpoint (e.g., POST /api/monday/integrate) that listens for incoming webhook requests from Intercom.
  4. Extract the relevant data from the Intercom payload, specifically the 'id', 'user_id', and 'status'.
  5. Use the Monday REST API to insert a new item in the appropriate board. Make a POST request to 'https://api.monday.com/v2' with a query that includes the extracted data, formatted as follows: {"query":"mutation { create_item (board_id: YOUR_BOARD_ID, item_name: \"New Ticket from Intercom\", column_values: \"{\'user_id\': \"' + user_id + '\", \ 'status\': \"' + status + '\"}\") { id } }"}".

Developer Warnings & API Gotchas

  • Ensure that the 'user_id' from Intercom matches the corresponding user in Monday; otherwise, the ticket may not be associated with the correct team member.
  • Be cautious with the 'status' field mapping; if the status values in Intercom do not match the predefined status options in Monday, the API call will fail.
  • When extracting 'created_at', make sure to convert the timestamp to the correct timezone expected by Monday to avoid confusion in project timelines.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Intercom... Contact Replied
    Do this in Monday Archive Board
  • When this happens in Intercom... Fetch Custom Actions
    Do this in Monday Archive Group
  • When this happens in Intercom... Lead Added Email
    Do this in Monday Archive Item
  • When this happens in Intercom... Lead Added Email (Legacy)
    Do this in Monday Create Board
  • When this happens in Intercom... Lead Converted to User
    Do this in Monday Create Column

SyncMatrix Experts

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I can see you're looking at mapping Intercom to Monday. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?