Connect Planly and Yellow.ai to Build Intelligent Automations

Choose a Trigger

Planly

When this happens...

Choose an Action

Yellow.ai

Automatically do this!

Enable Integrations or automations with these events of Planly and Yellow.ai

Enable Integrations or automations with these events of Planly and Yellow.ai

Triggers

New Outbound Template

New Outbound Template

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

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Actions

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 Planly

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Frequently Asked Questions

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

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

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

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

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

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

Planly

About Planly

Planly is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses and individuals. It offers features such as calendar integration, automated reminders, and customizable booking pages to enhance productivity and ensure seamless scheduling experiences.

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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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