Automate the bridge between customer conversations and document collaboration so your team spends less time switching tools and more time delivering results.
Automatically open a Lumin contract for review when a new Intercom ticket is tagged as a sales request
Post a Lumin document approval status update to the relevant Intercom conversation thread
Attach completed Lumin PDFs to Intercom contact records after document sign-off
Intercom powers real-time customer messaging, support tickets, and lifecycle communication. Lumin brings teams together around PDF documents, contracts, and shared annotations. On their own, each tool is powerful. Together, they create a seamless workflow where customer needs drive document action -- and document updates flow back into customer conversations automatically.
Neotask makes this connection possible without writing a single line of code.
With Neotask connecting Intercom and Lumin, your team can build workflows like:
Faster resolution times. Eliminate the back-and-forth of manually locating documents and pasting links into support threads. Neotask handles the handoff automatically.
Consistent customer experience. Every customer interaction follows the same documented process, reducing errors and ensuring no step is skipped.
Reduced context switching. Support agents stay inside Intercom while Neotask manages the Lumin side of the workflow in the background.
Auditable document trails. Every document action linked to a customer conversation is logged, giving your team a clear record for compliance and quality assurance.
Connecting Intercom and Lumin through Neotask takes minutes. Authenticate both apps, choose a trigger from Intercom (such as a new conversation, tag, or closed ticket), and define the corresponding action in Lumin (such as opening a document, adding a collaborator, or retrieving an annotation). Neotask handles authentication, data mapping, and execution automatically.
No engineering resources required. No ongoing maintenance overhead. Just a reliable, automated connection between two tools your team already relies on.
Eliminate manual handoffs between customer support and document review workflows
Keep customers informed with real-time document status updates inside Intercom
Maintain a consistent, auditable process for every customer-facing document interaction
Set up in under 2 minutes. No code required.
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