Connect SmartTask and Yellow.ai to Build Intelligent Automations

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SmartTask

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 Contact

New Contact

Triggers when a new contact is added to the organization.

New Task

New Task

Triggers when a new task is added to the project.

Task Completion

Task Completion

Triggers when a task is marked completed.

Task Comment Added

Task Comment Added

Triggers when a comment is added on task .

New Outbound Template

New Outbound Template

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

Request a new Trigger for SmartTask

Do thisActions

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

List Organizations

List Organizations

Retrieve all the list of organizatons

Create Task

Create Task

Creates a new task

List User

List User

Retrieve the list of users

List Project

List Project

Retrieve list of all projects

Add Comment to Task

Add Comment to Task

Adds a new comment to task

Create Contact

Create Contact

Creates a new contact

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Frequently Asked Questions

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

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

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

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

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

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

SmartTask

About SmartTask

SmartTask is an online work management tool helping teams streamline their communication and workflows.

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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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