Connect Platoforms and Yellow.ai to Build Intelligent Automations

Choose a Trigger

Platoforms

When this happens...

Choose an Action

Yellow.ai

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Form Created

Form Created

Trigger when a new form is created.

New Outbound Template

New Outbound Template

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

Request a new Trigger for Platoforms

Do thisActions

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

Search Form

Search Form

Find the details of a form by its 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 Platoforms

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

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

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

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

Platoforms

About Platoforms

PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.

Learn More
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.

Learn More