# Connect Intercom to Perplexity and automate your tasks

## Activity reports

MESA's Intercom to Perplexity integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

## Why integrate Intercom with Perplexity

The Intercom to Perplexity integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

### Give your support team full Shopify context on every conversation

When a customer starts a conversation in Intercom, MESA pulls their Shopify order history, tags, and customer details into the thread. Your team responds with the full picture without switching between tools to find it.

### Create and update Shopify customer records from Intercom conversations

When a new contact is created or a key detail is captured in Intercom, MESA writes it to the corresponding Shopify customer record. Your store and your support platform share a single view of every customer without periodic reconciliation.

### Trigger Intercom messages from Shopify order and fulfillment events

When an order ships, a delivery is delayed, or a return is filed in Shopify, MESA sends the signal to Intercom and triggers the right message to the customer. Your proactive outreach runs on what actually happens in your store, not on a fixed schedule.

### Answer customer and team questions with live data from your store

When a question comes in — about a product, an order status, a policy — MESA pulls the relevant Shopify data and passes it to Perplexity to generate a clear, accurate answer. Your team and your customers get responses grounded in what's actually in your store right now.

### Research competitors and market trends without leaving your workflow

When a Shopify product, collection, or pricing decision is flagged for review, MESA triggers a Perplexity search and delivers the findings to your team through Slack, Google Docs, or Airtable. Your decisions are informed by current market context without manual research interrupting the workday.

### Enrich order and customer records with real-world context

When a new B2B customer or wholesale account places their first Shopify order, MESA passes their details to Perplexity to research the company and appends the findings to their record. Your team knows who they're dealing with before the first follow-up.

## Build any Intercom and Perplexity automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

###### Admin Initiated Message to User

Starts when an admin initiates a message to a user.
- Type
- Conversation ID
- Created At
- Updated At
- Conversation Source
- Conversation Contacts
- Assigned Admin
- Assigned Team
- State
- Priority
- Tags
- Custom Attributes

###### Contact Archived

Starts when a contact is archived.
- Contact ID
- Object Type
- Archived
- Archived At

###### Contact Deleted

Starts when a contact is deleted.
- Contact ID
- Object Type
- Deleted
- Deleted At
- Workspace ID
- External ID
- Email Address
- Name

###### Contact Email Updated

Starts when a contact's email is updated.
- Type
- Contact ID
- Workspace ID
- External ID
- Role
- Email Address
- Phone Number
- Name
- Avatar
- Owner
- Created At
- Updated At
- Signed Up At
- Last Seen At
- Location
- Custom Attributes
- Tags

###### Contact User Created

Starts when a contact user is created.
- Type
- Contact ID
- Workspace ID
- External ID
- Role
- Email Address
- Phone Number
- Name
- Avatar
- Owner
- Created At
- Updated At
- Signed Up At
- Last Seen At
- Location
- Custom Attributes
- Tags

###### Contact User Updated

Starts when a contact user is updated.
- Type
- Contact ID
- Workspace ID
- External ID
- Role
- Email Address
- Phone Number
- Name
- Avatar
- Owner
- Created At
- Updated At
- Signed Up At
- Last Seen At
- Location
- Custom Attributes
- Tags

###### Conversation Closed

Starts when a conversation is closed.
- Type
- Conversation ID
- Created At
- Updated At
- Conversation Source
- Conversation Contacts
- Assigned Admin
- Assigned Team
- State
- Priority
- Tags
- Custom Attributes

###### Conversation Opened

Starts when a conversation is opened.
- Type
- Conversation ID
- Created At
- Updated At
- Conversation Source
- Conversation Contacts
- Assigned Admin
- Assigned Team
- State
- Priority
- Tags
- Custom Attributes

###### Conversation Read

Starts when a conversation is read.
- Type
- Conversation ID
- Created At
- Updated At
- Conversation Source
- Conversation Contacts
- Assigned Admin
- Assigned Team
- State
- Priority
- Tags
- Custom Attributes

###### Message Received from User or Lead

Starts when a message is received from a user or lead.
- Message Type
- Message ID
- Conversation ID
- Message Content
- Message Channel
- Created At
- Message Author

###### Note Added to Conversation

Starts when a note is added to a conversation.
- Type
- Conversation ID
- Created At
- Updated At
- Conversation Source
- Conversation Contacts
- Assigned Admin
- Assigned Team
- State
- Priority
- Tags
- Custom Attributes

###### Reply Received from User or Lead

Starts when a user replies to a conversation.
- Type
- Conversation ID
- Created At
- Updated At
- Conversation Source
- Conversation Contacts
- Assigned Admin
- Assigned Team
- State
- Priority
- Tags
- Custom Attributes

###### Create Chat Completion

Create a chat completion.
- Model
- Role
- Prompt
- Search Mode
- Reasoning Effort
- Max Tokens
- Temperature
- Top P
- Search Domain Filter
- Return Images
- Return Related Questions
- Search Recency Filter
- Search After Date Filter
- Search Before Date Filter
- Last Updated After Filter
- Last Updated Before Filter
- Top K
- Stream
- Presence Penalty
- Frequency Penalty
- Disable Search
- Enable Search Classifier

###### Archive Contact

Archive a contact.
- Type
- ID
- External ID

###### Attach Contact to Company

Associate a company with a contact.
- Type
- ID
- Name
- App ID
- Plan
- Company ID
- Remote Created At
- Created At
- Updated At
- Last Request At
- Size
- Website
- Industry
- Monthly Spend
- Session Count
- User Count
- Custom Attributes
- Tags
- Segments

###### Attach Tag to Ticket

Tag a ticket.
- Type
- ID
- Name
- Applied At
- Applied By

###### Create Contact

Create a contact.
- Role
- External ID
- Email
- Phone
- Name
- Avatar
- Signed Up At
- Last Seen At
- Owner ID
- Unsubscribed From Emails
- Custom Attributes

###### Create Note

Create a note.
- Body
- Admin ID

###### Create or Update Company

Create or update a company.
- Name
- Company ID
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Remote Created At
- Monthly Spend

###### Create Ticket

Create a ticket.
- Ticket Type
- Contacts
- Company ID
- Created At
- Assignment

###### Delete Company

Remove a company.
- ID
- Object
- Deleted

###### Delete Contact

Remove a contact.
- Type
- ID
- External ID

###### Delete Ticket

Remove a ticket.
- ID
- Object
- Deleted

###### Detach Contact from Company

Detach a company from a contact.
- Type
- ID
- Name
- App ID
- Plan
- Company ID
- Remote Created At
- Created At
- Updated At
- Last Request At
- Size
- Website
- Industry
- Monthly Spend
- Session Count
- User Count
- Custom Attributes
- Tags
- Segments

###### Get List of Companies

Obtain a list of all companies.
- Type
- ID
- Name
- App ID
- Plan
- Company ID
- Remote Created At
- Created At
- Updated At
- Last Request At
- Size
- Website
- Industry
- Monthly Spend
- Session Count
- User Count
- Custom Attributes
- Tags
- Segments

###### Get List of Company's Contacts

Obtain a list of contacts that belong to a company.
- Type
- ID
- External ID
- Workspace ID
- Role
- Email
- Email Domain
- Phone
- Name
- Owner ID
- Has Hard Bounced
- Marked Email As Spam
- Unsubscribed From Emails
- Created At
- Updated At
- Signed Up At
- Last Seen At
- Last Replied At
- Last Contacted At
- Last Email Opened At
- Last Email Clicked At
- Language Override
- Browser
- Browser Version
- Browser Language
- Os
- Android App Name
- Android App Version
- Android Device
- Android Os Version
- Android Sdk Version
- Android Last Seen At
- Ios App Name
- Ios App Version
- Ios Device
- Ios Os Version
- Ios Sdk Version
- Ios Last Seen At
- Custom Attributes
- Avatar
- Tags
- Notes
- Companies
- Location
- Social Profiles

###### Get List of Company's Segments

Obtain a list of segments that belong to a company.
- Type
- ID
- Name
- Created At
- Updated At
- Person Type
- Count

###### Get List of Contact's Companies

Obtain a list of a contact's companies.
- Type
- Companies
- Total Count
- Pages

###### Get List of Contact's Notes

Obtain a list of notes associated to a contact.
- Type
- ID
- Created At
- Contact
- Author
- Body

###### Get List of Contact's Segments

Obtain a list of segments associated to a contact.
- Type
- ID
- Name
- Created At
- Updated At
- Person Type
- Count

###### Get List of Contact's Tags

Obtain a list of tags attached to a contact.
- Type
- ID
- Name
- Applied At
- Applied By

###### Get List of Contacts

Obtain a list of contacts.
- Type
- ID
- External ID
- Workspace ID
- Role
- Email
- Email Domain
- Phone
- Name
- Owner ID
- Has Hard Bounced
- Marked Email As Spam
- Unsubscribed From Emails
- Created At
- Updated At
- Signed Up At
- Last Seen At
- Last Replied At
- Last Contacted At
- Last Email Opened At
- Last Email Clicked At
- Language Override
- Browser
- Browser Version
- Browser Language
- Os
- Android App Name
- Android App Version
- Android Device
- Android Os Version
- Android Sdk Version
- Android Last Seen At
- Ios App Name
- Ios App Version
- Ios Device
- Ios Os Version
- Ios Sdk Version
- Ios Last Seen At
- Custom Attributes
- Avatar
- Tags
- Notes
- Companies
- Location
- Social Profiles

###### Get List of Tickets

Obtain a list of tickets.
- Type
- Tickets
- Total Count
- Pages

###### Merge Lead and User

Combine a contact with a role of a lead into a contact with a role of a user.
- Type
- ID
- External ID
- Workspace ID
- Role
- Email
- Email Domain
- Phone
- Name
- Owner ID
- Has Hard Bounced
- Marked Email As Spam
- Unsubscribed From Emails
- Created At
- Updated At
- Signed Up At
- Last Seen At
- Last Replied At
- Last Contacted At
- Last Email Opened At
- Last Email Clicked At
- Language Override
- Browser
- Browser Version
- Browser Language
- Os
- Android App Name
- Android App Version
- Android Device
- Android Os Version
- Android Sdk Version
- Android Last Seen At
- Ios App Name
- Ios App Version
- Ios Device
- Ios Os Version
- Ios Sdk Version
- Ios Last Seen At
- Custom Attributes
- Avatar
- Tags
- Notes
- Companies
- Location
- Social Profiles

###### Remove Tag from Ticket

Remove a tag from a ticket.
- Type
- ID
- Name
- Applied At
- Applied By

###### Reply to Ticket

Reply to a ticket with a message from an admin or on behalf of a contact, or with a note for admins.
- Type
- ID
- Part Type
- Body
- Created At
- Updated At
- Author
- Attachments
- Redacted

###### Retrieve Company

Grab all details about a company.
- Type
- ID
- Name
- App ID
- Plan
- Company ID
- Remote Created At
- Created At
- Updated At
- Last Request At
- Size
- Website
- Industry
- Monthly Spend
- Session Count
- User Count
- Custom Attributes
- Tags
- Segments

###### Retrieve Contact

Grab all details about a contact.
- Type
- ID
- External ID
- Workspace ID
- Role
- Email
- Email Domain
- Phone
- Name
- Owner ID
- Has Hard Bounced
- Marked Email As Spam
- Unsubscribed From Emails
- Created At
- Updated At
- Signed Up At
- Last Seen At
- Last Replied At
- Last Contacted At
- Last Email Opened At
- Last Email Clicked At
- Language Override
- Browser
- Browser Version
- Browser Language
- Os
- Android App Name
- Android App Version
- Android Device
- Android Os Version
- Android Sdk Version
- Android Last Seen At
- Ios App Name
- Ios App Version
- Ios Device
- Ios Os Version
- Ios Sdk Version
- Ios Last Seen At
- Custom Attributes
- Avatar
- Tags
- Notes
- Companies
- Location
- Social Profiles

###### Retrieve Note

Grab all details about a note.
- Type
- ID
- Created At
- Contact
- Author
- Body

###### Retrieve Ticket

Grab all details about a ticket.
- Type
- ID
- Ticket ID
- Category
- Ticket Attributes
- Ticket State
- Ticket Type
- Contacts
- Admin Assignee ID
- Team Assignee ID
- Created At
- Updated At
- Open
- Snoozed Until
- Linked Objects
- Ticket Parts
- Is Shared

###### Scroll Over Companies

Iterate over all companies in a dataset.
- Type
- ID
- Name
- App ID
- Plan
- Company ID
- Remote Created At
- Created At
- Updated At
- Last Request At
- Size
- Website
- Industry
- Monthly Spend
- Session Count
- User Count
- Custom Attributes
- Tags
- Segments

###### Search for Contacts

Search for contacts.
- Type
- Data
- Total Count
- Pages

###### Unarchive Contact

Restore a previously archived contact.
- Type
- ID
- External ID

###### Update Contact

Modify a contact's details.
- Role
- External ID
- Email
- Phone
- Name
- Avatar
- Signed Up At
- Last Seen At
- Owner ID
- Unsubscribed From Emails
- Custom Attributes

###### Update Ticket

Modify a ticket's details.
- Ticket Attributes
- Ticket State ID
- Company ID
- Open
- Is Shared
- Snoozed Until
- Admin ID
- Assignee ID

## Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

### Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

### Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

### Ongoing optimization

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

### Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.

## Integrate Intercom with Perplexity today.

Enjoy a 7-day free trial. Get your first workflow in minutes.
