Working with Contacts – RevOS Documentation & Support

You can use the build-in intercom action - Update Contact. That action connects to Intercom API and allows you to:

Find an existing contact by ID

Update one or multiple attributes at once

Support both standard Intercom fields (e.g. name, email, phone) and custom attributes created in your workspace

How to add it to your model?

Go to the Integrations tab and add Intercom as a Data Source.

If you have not set up the integration yet, you will need to configure it by connecting your Intercom account first. You can follow this guide to obtain the required credentials.

👉 If you already have a configured table with all the data, simply proceed to the next step.

👉 Or, typically, you create a new table:

Give it a name, for example Intercom Contacts

Select Other Sources → Intercom → Intercom Contacts

A new table will be created with an id column — these id values are already Intercom contact IDs and can be used in this action.

Next, add other columns with the data you need. These can be static columns, attributes from Intercom, or fields pulled from other sources connected via Integrations.

Go to the table where you want to set up contact updates.

Add a new column with Action.

From the list of actions, select Intercom Update Contact.

In the Configure action window you will see a Contact ID field (this field is required). Map it to the column that contains the Intercom contact id.

Click the Add Field button to select the attributes you want to update.

The list of fields corresponds to your Intercom instance will be shown in the UI.

⚠️

Only writable properties of the contact will be displayed in the UI. Technically speaking only properties returned from this intercom api where ui_wirtable=true

Standard fields will be displayed at the first level.

To configure custom attributes, select Custom Attributes from the list. A nested field will appear where you can also press Add Field and choose from the custom attributes configured in your instance.

You can learn more about creating custom fields in the Intercom API documentation.

If you can’t find a field you are looking for please ensure it’s available and writable on the intercom UI as well click Refresh button on the UI to fetch updated list of fields from intercom

Pay close attention to field types (both standard and custom):

Decimal number (float) and Number (integer) fields: you can map them to Number-type columns in your table. However, if a decimal value is mapped to an Intercom Number (integer) field, you will only get an error after the action is executed. The cell will show a red cross and an error message such as "Schema validation failed", indicating which field contains the invalid value.

Date fields: you can map them either from a String-type column (if it contains a timestamp) or from columns of type Date/DateTime.

Once all required fields are mapped, save the action by pressing Add.

After that, you can execute the action:

On an individual table cell (1)

Or on the entire column (2)

If you click on an individual cell, you can see the action output for that cell. You can also expand it and add the result as a new column in your table.

Output

When executed successfully, the action will:

Update the specified contact in Intercom

Return the updated record with all changed attributes