How to share Google Sheets for newly created Intercom tickets

Learn how to set up a Relay playbook that seamlessly shares Google Sheets for newly created Intercom tickets to enhance collaboration and streamline communication. This integration facilitates real-time data sharing and collaboration, ensuring that relevant stakeholders have access to updated information for effective ticket management and resolution.
Intercom logoIntercom > Google Sheets
Last triggered
Intercom logoTicket created
Google Sheets logoShare spreadsheet

Add the Intercom "Ticket created" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Ticket created" under Intercom. Then, select the ticket type. This trigger will automatically detect all the new tickets created in Intercom to share specific Google Sheets spreadsheet.

If this is your first time using an Intercom integration in Relay, you'll be prompted to connect your Intercom account.


Add the Google Sheets "Share spreadsheet" automation

Integrate the Google Sheets automation into your playbook to ensure the Google Sheets spreadsheet is shared promptly for every new ticket created in Intercom. Add a new step and select "Share spreadsheet" from the list of Google Sheets automations.

Connect Google Sheets to Relay if you haven't already, then fill out mandatory and relevant details. You can reference fields from Intercom to automatically pass along the right data.


Turn on the playbook

Activating your playbook is the final step. Once turned on, it will respond to a new ticket created in Intercom by sharing the specific Google Sheets spreadsheet 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.

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