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Answered

Attach contact to company then convert to ticket

  • August 22, 2024
  • 1 reply
  • 32 views

Hello,

In my workflow, when a contact sends a message, I would like to link the contact to a company and then convert the conversation into a ticket associated with that company. If I understand correctly, as long as the contact is linked to a single company, the ticket should automatically be associated with that company and, consequently, appear in the company's Ticket Portal.

Here is my current workflow:

Here’s a snippet of my custom action, which is functioning as intended:

const contactRequest = await fetch(
            `https://api.intercom.io/contacts/${req.params.contactid}/companies`,
            {
                method: "POST",
                headers,
                body: JSON.stringify({ id: companyId }),
            }
        );

However, even though my contact is correctly linked to the company after the custom action, the ticket is still not being assigned to that company. Do you have any idea why this might be happening? Thank you.

Best answer by mateusz.leszkiewicz

Hi Quentin Gaspard, It’s Mat from the Support Engineering Team 😀

This setup looks quite close to the working state but setting up Custom Action is a bit challenging to do without an insight into your workspace.

I’ve opened up a conversation with our Technical Support Engineers to help you set it up properly.

Please continue this thread there.

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1 reply

mateusz.leszkiewicz
Intercom Team
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Hi Quentin Gaspard, It’s Mat from the Support Engineering Team 😀

This setup looks quite close to the working state but setting up Custom Action is a bit challenging to do without an insight into your workspace.

I’ve opened up a conversation with our Technical Support Engineers to help you set it up properly.

Please continue this thread there.


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