Connect CheckFlow and Yellow.ai to Build Intelligent Automations

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CheckFlow

When this happens...

Choose an Action

Yellow.ai

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Task Completed

Task Completed

Triggers when a new task is created in Checkflow.

File Uploaded

File Uploaded

Triggers when a new file is uploaded within a task.

New Checklist

New Checklist

Triggers when a new checklist is created.

New Outbound Template

New Outbound Template

Triggered when a new outbound template is created in Yellow.ai.

Request a new Trigger for CheckFlow

Do thisActions

Action is the task that follows automatically within your CheckFlow integrations.

Create a Checklist

Create a Checklist

Creates a new checklist

Share Checklist

Share Checklist

Creates a shared URL for a valid Checklist Id

Create User

Create User

Creates a new user in the Yellow.ai platform.

Get Outbound Templates

Get Outbound Templates

Get all active Outbound templates associated with a specified bot ID.

Request a new Action for CheckFlow

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Frequently Asked Questions

How do I start an integration between CheckFlow and Yellow.ai?

To start, connect both your CheckFlow and Yellow.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in Yellow.ai (or vice versa).

Can we customize how data from CheckFlow is recorded in Yellow.ai?

Absolutely. You can customize how CheckFlow data is recorded in Yellow.ai. This includes choosing which data fields go into which fields of Yellow.ai, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CheckFlow and Yellow.ai?

The data sync between CheckFlow and Yellow.ai typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CheckFlow to Yellow.ai?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CheckFlow and Yellow.ai?

Yes, you can set conditional logic to control the flow of data between CheckFlow and Yellow.ai. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

CheckFlow

About CheckFlow

Checkflow is a powerful tool designed to streamline and automate your workflow processes. It helps teams manage tasks, track progress, and ensure that all steps in a process are completed efficiently. With Checkflow, you can create custom workflows, assign tasks, and monitor the status of each project in real-time, making it an essential tool for enhancing productivity and collaboration.

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Yellow.ai

About Yellow.ai

Yellow.ai is a leading AI-powered platform that specializes in automating customer interactions across various channels. It leverages advanced artificial intelligence to provide seamless and personalized customer experiences, enhancing engagement and satisfaction. The platform is designed to cater to businesses looking to optimize their customer support, marketing, and sales processes through intelligent automation.

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