Connect contractor plus and Yellow.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
new lead is created
new client is added
new invoice is created
Choose an Action
Automatically do this!
Create User
Get Outbound Templates
Ready to use contractor plus and Yellow.ai automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new lead is created
runs when new lead is created
new client is added
runs when new client is added
new invoice is created
runs when new invoice is created
New Outbound Template
Triggered when a new outbound template is created in Yellow.ai.
Do thisActions
Action is the task that follows automatically within your contractor plus integrations.
Create lead
Create a new lead to capture a potential client.
Create expense
Create an expense in Contractor+.
Create User
Creates a new user in the Yellow.ai platform.
Get Outbound Templates
Get all active Outbound templates associated with a specified bot ID.
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Frequently Asked Questions
To start, connect both your contractor plus and Yellow.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Yellow.ai (or vice versa).
Absolutely. You can customize how contractor plus 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.
The data sync between contractor plus and Yellow.ai typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between contractor plus 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.
About contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
Learn MoreAbout 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.
Learn More
