Custom Objects allow you to extend Intercom's standard People and Conversation object data to store data that represents your business in a more flexible way. References allow you to define how those objects are related to each other so that relevant data can be displayed to the right people.
Reference types
Referencing multiple objects
This is a more common type of reference. For example, multiple orders might belong to the same person, but an order can belong to one person only. So you could create a Custom Object called “Order” and create both a People reference and an Order reference object to relate them to each other.
In your custom object called "Order":
In People Object:
Referencing single object
Another type of reference is "one-to-one" reference. For example, you have lots of people in your system, and you require them to provide passport details to book a flight.
Assuming a person can only have one passport at a time and a passport can belong to one person only, you would create a Custom Object for “Passport” with attributes for “passport_number” and “expiry_date” and then create a reference which links it to the person with the 'Allow referencing to multiple people' toggle off.
And on People Object side, you create a reference to the Passport object with the toggle off as well.
In the Passport Object:
In People Object:
Editing reference types
References can still be edited once you've saved them except their names. Please note that if you edit the toggle, all existing associations for this may be deleted. This means bots and Data connectors that use this attribute might fail.
Using Custom Objects in Workflow Buttons
When using custom objects in workflow buttons, you need two conversation attributes that reference your custom object type - one to display options and one to store the user’s selection.
1. Display attribute (reference many)
•Stores all options from your data connector
•Used to show the buttons
•Set to "reference many" so multiple objects can be stored
2. Selection attribute (reference one)
•Stores the user’s single selection
•Used by the workflow to save the choice
•Set to "reference one" since only one selection is saved
How to set this up
1. Create two conversation attributes:
•Both reference your custom object type
•One set to "reference many" (for displaying options)
•One set to "reference one" (for saving the selection)
2. In your data connector:
•Map the response to the "reference many" attribute
•This populates the options shown as buttons
3. In your workflow custom object selector step:
•Button generation: use the "reference many" attribute (to read all options)
•User selection: use the "reference one" attribute (to save the selection)
Need more help? Get support from our Community Forum
Find answers and get help from Intercom Support and Community Experts




