Connect Nibo and Yellow.ai to Build Intelligent Automations

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Nibo

When this happens...

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Yellow.ai

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Outbound Template

New Outbound Template

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

Request a new Trigger for Nibo

Do thisActions

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

Create Bank Account

Create Bank Account

Add a company bank account with name, bank, agency, account number, verification digit, and opening balance/date.

Create Employee

Create Employee

Create a new employee record with contact, address, bank, and company details.

Create Cost Center

Create Cost Center

Create a cost center using the provided description.

View Account Statement

View Account Statement

Shows the account statement for a selected account and date range.

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 Nibo

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Frequently Asked Questions

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

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

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

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

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

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

Nibo

About Nibo

Nibo is a comprehensive platform designed to streamline financial management and accounting processes for businesses. It offers tools for bookkeeping, financial reporting, and tax management, making it easier for companies to maintain accurate financial records and ensure compliance.

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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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