Connect Connecteam and Yellow.ai to Build Intelligent Automations

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Connecteam

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.

New User

New User

Triggers when a new user is created.

User Updated

User Updated

Triggers when an existing user updated.

User Archived

User Archived

Triggers when user was archived in the system.

User Restored Archived

User Restored Archived

Triggers when user was restored from archived .

User Deleted

User Deleted

Triggers when an existing user deleted.

User Promoted

User Promoted

Triggers when an existing user was promoted from 'user' to 'admin'.

Do thisActions

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

Create User

Create User

Create a new user

Create user note

Create user note

Create new note on the profile of the specified user.

Archive users

Archive users

Archive individual or multiple users associated with the account by their unique userID.

Create jobs

Create jobs

Create a new job in a app.

Clock IN

Clock IN

Record the start time for the work period of an employee. The start time is automatically captured when the call is executed.

Clock Out

Clock Out

Record the end time for the work period of an employee. The end time is automatically captured when the call is executed. The clock-out will be associated with the current open shift.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Connecteam 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 Connecteam and Yellow.ai?

The data sync between Connecteam 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 Connecteam 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 Connecteam and Yellow.ai?

Yes, you can set conditional logic to control the flow of data between Connecteam 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.

Connecteam

About Connecteam

Connecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.

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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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