Setup
Connect to your Intercom app for OAuth.
To setup your Intercom app in Cobalt for OAuth, you will need the following credentials from your Intercom Developer Hub:
- Client ID
- Client Secret
- Scopes
Pre-requisites
- Intercom Developer Hub account.
Required Settings
- Mandatory Scopes
- Read admins
Creating an app in Intercom
To create a Intercom app and aquire the above mentioned credentials, please follow the steps mentioned below:
- Log in to your Intercom Developer Hub.
- Click on the
Your Apps
option in the top navbar.
- Click on
New app
button, give theApp Name
, select theWorkspace
and click on theCreate App
button. - Go to your
Apps catalog
in Cobalt > Search forIntercom
>Settings
>Use your credentials
>Callback Url
> Copy it. - Navigate to
Authentication
underConfigure
in the side menu > click onEdit
in the right > Tick theUse OAuth
option > Click on+ Add redirect URL
> Paste the Callback Url. - In the same page, select the mandatory scopes in the Permissions section and click on the
Save
button.
To access your customer’s Intercom data using OAuth, you will need to submit your app for review and make it a public-facing integration. Learn more about App publishing here.
- Navigate to the Basic information option in the side menu and copy the Client ID and Client Secret displayed.
Configuring credentials in Cobalt
App settings page lets you configure the authentication settings for an OAuth2
based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.
Cobalt lets you use pre-configured applications to play around. You can do so by selecting Use our credentials
. However, if you wish to use your own application,
select Use your own credentials
. Provide the aquired Client Id and Client secret and save it.
Configuring Scopes
Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes
section.
For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform.
Once the scopes has been added to the application in Cobalt, go to your Intercom Developer Hub and update the scopes as added on Cobalt.
Select the OAuth App created for Cobalt > Click on Authentication
under Configure > Click on Edit
> Add the scopes as added in Cobalt > Click on Save
.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are identical to the ones selected in the platform.
Actions and triggers
Once the above setup is completed, you can create orchestrations of your use-cases using Intercom actions and triggers. Following are the set of Intercom actions and triggers supported by Cobalt.