Connect SignDesk and Yellow.ai to Build Intelligent Automations

Choose a Trigger

SignDesk

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.

New Outbound Template

New Outbound Template

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

Request a new Trigger for SignDesk

Do thisActions

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

Get request structure

Get request structure

Gets a request structure for a specific form.

Fetch Form Configuration

Fetch Form Configuration

Fetch a specific Form Configuration.

Create CLM Request

Create CLM Request

Creates a CLM request.

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 SignDesk

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Frequently Asked Questions

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

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

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

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

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

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

SignDesk

About SignDesk

SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.

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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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