The Octopods integration comes after you finish creating your Intercom Workflow based on your needs. if you need to know more about Intercom Workflows and how to create them, check this article out.
Creating an Intercom Custom Action
To connect the workflow with Octopods, we need to create a custom action.
Head to your workspace settings and go to Apps & Integrations, where you will find Custom Actions. Create a new action
1. Add a name & an optional description
2. Set the action request HTTP Method & URL
Method: POST
3. Set the action request Body
Use Intercom Conversation Attributes to populate each of these parameters
{ conversation_id: , workspace_id: }
4. Set the action request Headers
The last thing you need to do is to add your header for authentication. You would need to log in to Octopods to grab your workspace key
Get your Octopods Key
Head to your account settings
Grab or Create your workspace key
Add your Key to the custom action header
Header Key: X-Octopods-Auth
Header Value: <YOUR KEY>
5. Test your custom action
Make sure to save & set live the action once the test goes through
Adding the Custom Action To The Workflow
Once you have saved the custom action, we are ready to add it to your workflow
1. Add your Custom Action to the end of the flow
Use the + button to search and add a custom action
2. Choose the Custom Action we created
3. [Optional] Add a safety measure if the Custom Action fails
While we don't expect the Custom Action to fail, we would advise to re-add the custom action block again at the failure path after waiting a short time
4. Add a failure note
Here is how the workflow should look with the optional block added:
DONE!