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Create a task in ClickUp when a new conversation comes in to Intercom

When a new conversation comes in to Intercom, create a task in ClickUp.

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
1
Accounts
2
Starts
A new conversation comes in to Intercom, within 5 minutes

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

A new conversation comes in
A conversation started (a chat, an email), checked every 5 minutes.
Create a task
A task in a list.
  1. Starts whenA new conversation comes in
  2. App stepNamed after the conversation

What each client fills in

ClickUp: List ID
For example from the list’s URL

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • In the client’s Intercom: Settings → Integrations → Developer Hub → New app (for their own workspace, no review) → Authentication → copy the access token. The conversation trigger needs the app to be allowed to read conversations.

  • In the client’s ClickUp: avatar → Settings → Apps → API Token → Generate.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Intercom, for “A new conversation comes in”
  2. Connect the client’s ClickUp, for “Create a task”
  3. Fill in ClickUp: List ID (For example from the list’s URL)

Thrum is cooking.

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