Manage Contacts, Companies, Segments in Intercom

The Manage Contacts, Companies, Segments in Intercom bot is used to create, update, delete, view & search contacts, companies, segments etc. based on the input.

Top Benefits

  • Automates single/ bulk creation, updation, deletion of contacts using CSV/Excel file or JSON Array input.
  • Automates single/ bulk attachment & detachment of contacts to/from companies using CSV/Excel file or JSON Array input.
  • Automates single/ bulk retrieval of the contacts, companies, segments, admins,and activity logs based on various fields.
  • Offloads high volume, repetitive tasks from day-to-day work.
  • Speeds up execution of data entry through automation available 24/7.

Tasks

  • Performs Basic Operation (both unit & bulk) to Create, Update, Delete & Retrieve Intercom items.
  • Intercom items include: Contacts(Users and Leads), Companies, Segments & Admins
  • Input files are provided to enter the data with ease.
  • Shows the output data corresponding to the operation to the user.
  • Converts Json to string, Get Json Type, Get Json Array Size, Converts csv to Json Array, Get Json Value using key.

• Unit Operations: Performs Single Operation to Create, Update, Delete & Retrieve Intercom item/s.
• Bulk/Batch Operations: Performs Bulk Operations to Create, Update, Delete & Retrieve Intercom item/s.

Intercom items include: Contacts(Users and Leads), Companies, Segments & Admins

Use Cases:
Automates creation, updation & deletion of Intercom item/s.
Automates retrieval of Intercom item/s.
The response of operations can be consumed easily with JSON Utilities provided by the bot.

Input:
IntercomCredentials (for authentication): Access Token
Respective Intercom Items/ Input Filepaths (CSV/Excel)/ JSON Array.

Output:
JSON objects/Output Filepaths(CSV).

Refer to the Read-me file for detailed information about each operation.

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Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
April 24, 2020
First Published
April 7, 2020
Enterprise Version
11.3.3
ReadMe
ReadMe
End User License Agreement
EULA
Support

See the Bot in Action

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Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Automation Anywhere Enterprise v11.3.3 or above
  • Intercom account
  • Input (.csv/.xlsx/JSON Array) files(for bulk operations)