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Open the messenger and automatically start a workflow

  • 14 May 2024
  • 1 reply
  • 84 views

Hi

I’m using the web Intercom object to interact with the messenger.  I have set up an automation workflow with a few buttons for the user to choose from.  This works great when a user is “coming in cold”, but I also have parts of my web app where I know which button they will choose and so would like to skip this initial showing of the buttons and just open the messenger with the relevant workflow automatically triggered.

i.e. In a similar way that you can automatically trigger a survey with 

Intercom('startSurvey', 123);

Is this possible with workflows?

 

Many thanks

1 reply

aykut.aydin
Userlevel 3
Badge +3

Hey @Dan P12 ,

 

There is no direct method to trigger workflows via JS API. That said, you have a couple of other options which you can consider:

 

1- Trigger a workflow based on an event which you submit via JS API.

 

For this, first you will use the TrackEvent method and then create a workflow with a trigger "Customer visits a page". Then it will send the workflow based on the event you trigger.

 

 

You can find more information regarding event based messaging on Intercom here.

 

2- Alternatively, you can use the Customer clicks a website element trigger type:

 

If you create a workflow with the above trigger type, it will trigger the Workflow whenever the users click on the button you select.

 

Hope this gives you some ideas!

 

Ayk | Support Engineer at Intercom

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