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intercom-ruby

Ruby bindings for the Intercom API (https://api.intercom.io).

API Documentation

Gem Documentation

For generating Intercom javascript script tags for Rails, please see https://github.com/intercom/intercom-rails

Upgrading information

Version 2 of intercom-ruby is not backwards compatible with previous versions. Be sure to test this new version before deploying to production. One other change you will need to make as part of the upgrade is to set Intercom.app_api_key and not set Intercom.api_key (you can continue to use your existing API key).

This version of the gem is compatible with Ruby 2.1, Ruby 2.0 & Ruby 1.9.3

Installation

gem install intercom

Using bundler:

gem 'intercom', "~> 2.4.4"

Basic Usage

Configure your access credentials

Intercom.app_id = "my_app_id"
Intercom.app_api_key = "my-super-crazy-api-key"

You can get your app_id from the URL when you're logged into Intercom (it's the alphanumeric just after /apps/) and your API key from the API keys settings page (under your app settings in Intercom).

Resources

Resources this API supports:

https://api.intercom.io/users
https://api.intercom.io/companies
https://api.intercom.io/tags
https://api.intercom.io/notes
https://api.intercom.io/segments
https://api.intercom.io/events
https://api.intercom.io/conversations
https://api.intercom.io/messages
https://api.intercom.io/counts
https://api.intercom.io/subscriptions

Additionally, the library can handle incoming webhooks from Intercom and convert to Intercom:: models.

Examples

Users

# Find user by email
user = Intercom::User.find(:email => "bob@example.com")
# Find user by user_id
user = Intercom::User.find(:user_id => "1")
# Find user by id
user = Intercom::User.find(:id => "1")
# Create a user
user = Intercom::User.create(:email => "bob@example.com", :name => "Bob Smith", :signed_up_at => Time.now.to_i)
# Update custom_attributes for a user
user.custom_attributes["average_monthly_spend"] = 1234.56; user.save
# Perform incrementing
user.increment('karma'); user.save
# Iterate over all users
Intercom::User.all.each {|user| puts %Q(#{user.email} - #{user.custom_attributes["average_monthly_spend"]}) }
Intercom::User.all.map {|user| user.email }

Admins

# Iterate over all admins
Intercom::Admin.all.each {|admin| puts admin.email }

Companies

# Add a user to one or more companies
user = Intercom::User.find(:email => "bob@example.com")
user.companies = [{:company_id => 6, :name => "Intercom"}, {:company_id => 9, :name => "Test Company"}]; user.save
# You can also pass custom attributes within a company as you do this
user.companies = [{:id => 6, :name => "Intercom", :custom_attributes => {:referral_source => "Google"} } ]; user.save
# Find a company by company_id
company = Intercom::Company.find(:company_id => "44")
# Find a company by name
company = Intercom::Company.find(:name => "Some company")
# Find a company by id
company = Intercom::Company.find(:id => "41e66f0313708347cb0000d0")
# Update a company
company.name = 'Updated company name'; company.save
# Iterate over all companies
Intercom::Company.all.each {|company| puts %Q(#{company.name} - #{company.custom_attributes["referral_source"]}) }
Intercom::Company.all.map {|company| company.name }
# Get a list of users in a company
company.users

Tags

# Tag users
tag = Intercom::Tag.tag_users('blue', ["42ea2f1b93891f6a99000427"])
# Untag users
Intercom::Tag.untag_users('blue', ["42ea2f1b93891f6a99000427"])
# Iterate over all tags
Intercom::Tag.all.each {|tag| "#{tag.id} - #{tag.name}" }
Intercom::Tag.all.map {|tag| tag.name }
# Iterate over all tags for user
Intercom::Tag.find_all_for_user(:id => '53357ddc3c776629e0000029')
Intercom::Tag.find_all_for_user(:email => 'declan+declan@intercom.io')
Intercom::Tag.find_all_for_user(:user_id => '3')
# Tag companies
tag = Intercom::Tag.tag_companies('red', ["42ea2f1b93891f6a99000427"])
# Untag companies
Intercom::Tag.untag_companies('blue', ["42ea2f1b93891f6a99000427"])
# Iterate over all tags for company
Intercom::Tag.find_all_for_company(:id => '43357e2c3c77661e25000026')
Intercom::Tag.find_all_for_company(:company_id => '6')

Segments

# Find a segment
segment = Intercom::Segment.find(:id => segment_id)
# Update a segment
segment.name = 'Updated name'; segment.save
# Iterate over all segments
Intercom::Segment.all.each {|segment| puts "id: #{segment.id} name: #{segment.name}"}

Notes

# Find a note by id
note = Intercom::Note.find(:id => note)
# Create a note for a user
note = Intercom::Note.create(:body => "<p>Text for the note</p>", :email => 'joe@example.com')
# Iterate over all notes for a user via their email address
Intercom::Note.find_all(:email => 'joe@example.com').each {|note| puts note.body}
# Iterate over all notes for a user via their user_id
Intercom::Note.find_all(:user_id => '123').each {|note| puts note.body}

Conversations

# FINDING CONVERSATIONS FOR AN ADMIN
# Iterate over all conversations (open and closed) assigned to an admin
Intercom::Conversation.find_all(:type => 'admin', :id => '7').each do {|convo| ... }
# Iterate over all open conversations assigned to an admin
Intercom::Conversation.find_all(:type => 'admin', :id => 7, :open => true).each do {|convo| ... }
# Iterate over closed conversations assigned to an admin
Intercom::Conversation.find_all(:type => 'admin', :id => 7, :open => false).each do {|convo| ... }
# Iterate over closed conversations for assigned an admin, before a certain moment in time
Intercom::Conversation.find_all(:type => 'admin', :id => 7, :open => false, :before => 1374844930).each do {|convo| ... }

# FINDING CONVERSATIONS FOR A USER
# Iterate over all conversations (read + unread, correct) with a user based on the users email
Intercom::Conversation.find_all(:email => 'joe@example.com', :type => 'user').each do {|convo| ... }
# Iterate over through all conversations (read + unread) with a user based on the users email
Intercom::Conversation.find_all(:email => 'joe@example.com', :type => 'user', :unread => false).each do {|convo| ... }
# Iterate over all unread conversations with a user based on the users email
Intercom::Conversation.find_all(:email => 'joe@example.com', :type => 'user', :unread => true).each do {|convo| ... }

# FINDING A SINGLE CONVERSATION
conversation = Intercom::Conversation.find(:id => '1')

# INTERACTING WITH THE PARTS OF A CONVERSATION
# Getting the subject of a part (only applies to email-based conversations)
conversation.rendered_message.subject
# Get the part_type of the first part
conversation.conversation_parts[0].part_type
# Get the body of the second part
conversation.conversation_parts[1].body

# REPLYING TO CONVERSATIONS
# User (identified by email) replies with a comment
conversation.reply(:type => 'user', :email => 'joe@example.com', :message_type => 'comment', :body => 'foo')
# Admin (identified by email) replies with a comment
conversation.reply(:type => 'admin', :email => 'bob@example.com', :message_type => 'comment', :body => 'bar')

# MARKING A CONVERSATION AS READ
conversation.read = true
conversation.save

Counts

# Get Conversation per Admin
conversation_counts_for_each_admin = Intercom::Count.conversation_counts_for_each_admin
conversation_counts_for_each_admin.each{|count| puts "Admin: #{count.name} (id: #{count.id}) Open: #{count.open} Closed: #{count.closed}" }
# Get User Tag Count Object
Intercom::Count.user_counts_for_each_tag
# Get User Segment Count Object
Intercom::Count.user_counts_for_each_segment
# Get Company Segment Count Object
Intercom::Count.company_counts_for_each_segment
# Get Company Tag Count Object
Intercom::Count.company_counts_for_each_tag
# Get Company User Count Object
Intercom::Count.company_counts_for_each_user
# Get total count of companies, users, segments or tags across app
Intercom::Company.count
Intercom::User.count
Intercom::Segment.count
Intercom::Tag.count

Full loading of an embedded entity

# Given a conversation with a partial user, load the full user. This can be
# done for any entity
conversation.user.load

Sending messages

# InApp message from admin to user
Intercom::Message.create({
  :message_type => 'inapp',
  :body => "What's up :)",
  :from => {
    :type => 'admin',
    :id   => "1234"
  },
  :to => {
    :type => "user",
    :id   => "5678"
  }
})

# Email message from admin to user
Intercom::Message.create({
  :message_type => 'email',
  :subject  => 'Hey there',
  :body     => "What's up :)",
  :template => "plain", # or "personal",
  :from => {
    :type => "admin",
    :id   => "1234"
  },
  :to => {
    :type => "user",
    :id => "536e564f316c83104c000020"
  }
})

# Message from a user
Intercom::Message.create({
  :from => {
    :type => "user",
    :id => "536e564f316c83104c000020"
  },
  :body => "halp"
})

Events

Intercom::Event.create(
  :event_name => "invited-friend", :created_at => Time.now.to_i,
  :email => user.email,
  :metadata => {
    "invitee_email" => "pi@example.org",
    :invite_code => "ADDAFRIEND",
    "found_date" => 12909364407
  }
)

Metadata Objects support a few simple types that Intercom can present on your behalf

Intercom::Event.create(:event_name => "placed-order", :email => current_user.email,
  :created_at => 1403001013,
  :metadata => {
    :order_date => Time.now.to_i,
    :stripe_invoice => 'inv_3434343434',
    :order_number => {
      :value => '3434-3434',
      :url => 'https://example.org/orders/3434-3434'
    },
    price: {
      :currency => 'usd',
      :amount => 2999
    }
  }
)

The metadata key values in the example are treated as follows-

  • order_date: a Date (key ends with '_date').
  • stripe_invoice: The identifier of the Stripe invoice (has a 'stripe_invoice' key)
  • order_number: a Rich Link (value contains 'url' and 'value' keys)
  • price: An Amount in US Dollars (value contains 'amount' and 'currency' keys)

Subscriptions

Subscribe to events in Intercom to receive webhooks.

# create a subscription
Intercom::Subscription.create(:url => "http://example.com", :topics => ["user.created"])

# fetch a subscription
Intercom::Subscription.find(:id => "nsub_123456789")

# list subscriptions
Intercom::Subscription.all

Webhooks

# create a payload from the notification hash (from json).
payload = Intercom::Notification.new(notification_hash)

payload.type
# => 'user.created'

payload.model_type
# => Intercom::User

user = payload.model
# => Instance of Intercom::User

Note that models generated from webhook notifications might differ slightly from models directly acquired via the API. If this presents a problem, calling payload.load will load the model from the API using the id field.

Errors

You do not need to deal with the HTTP response from an API call directly. If there is an unsuccessful response then an error that is a subclass of Intercom:Error will be raised. If desired, you can get at the http_code of an Intercom::Error via its http_code method.

The list of different error subclasses are listed below. As they all inherit off Intercom::IntercomError you can choose to rescue Intercom::IntercomError or else rescue the more specific error subclass.

Intercom::AuthenticationError
Intercom::ServerError
Intercom::ServiceUnavailableError
Intercom::ServiceConnectionError
Intercom::ResourceNotFound
Intercom::BadRequestError
Intercom::RateLimitExceeded
Intercom::AttributeNotSetError # Raised when you try to call a getter that does not exist on an object
Intercom::MultipleMatchingUsersError
Intercom::HttpError # Raised when response object is unexpectedly nil

Rate Limiting

Calling Intercom.rate_limit_details returns a Hash that contains details about your app's current rate limit.

Intercom.rate_limit_details
#=> {:limit=>180, :remaining=>179, :reset_at=>2014-10-07 14:58:00 +0100}

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