- How to automatically create a ticket in Intercom from a new Airtable record
- 1. Create your playbook and set the Airtable trigger as "New record added"
- 2. Add the "Create ticket" in Intercom automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Intercom and Airtable
- Related blog posts
How to automatically create a ticket in Intercom from a new Airtable record
Create your playbook and set the Airtable trigger as "New record added"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.
To setup this playbook, click "Add trigger" and then select "New record added" under Airtable. Then, select the necessary details. This will allow your playbook to automatically detect each newly added record in Airtable and initiate necessary actions.
If this is your first time using a Airtable integration in Relay.app, a prompt will guide you through the connection process.
Add the "Create ticket" in Intercom automation
Integrate the Intercom automation into your playbook to ensure the prompt creation of a new ticket in the Intercom when a new record has been added in Airtable.
Click the "Add step" button, then locate the "Create ticket" automation for Intercom and input the mandatory and relevant details.
If your Intercom account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Intercom account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new ticket in Intercom. Once turned on, it will respond to each newly added record in Airtable by creating a new ticket in the Intercom without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.