Connect vPlan and Yellow.ai to Build Intelligent Automations

Choose a Trigger

vPlan

When this happens...

Choose an Action

Yellow.ai

Automatically do this!

Ready to use vPlan and Yellow.ai automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Changed Collection

New or Changed Collection

Triggers when a new collection is added or changed.

New or Updated Card

New or Updated Card

Triggers when a card is added or updated.

Attached or Detached Label on a Card

Attached or Detached Label on a Card

Triggers when a label is attached or detached from a card.

Attached or Detached Resource on a Card

Attached or Detached Resource on a Card

Triggers when a resource is attached or detached from a card.

New or Changed Comment

New or Changed Comment

Triggers when a new comment is added or changed.

Card Deleted

Card Deleted

Triggers when a card is deleted.

Do thisActions

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

Create Activity

Create Activity

Create a new Activity.

Create Resource

Create Resource

Create a new resource.

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 vPlan

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Frequently Asked Questions

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

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

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

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

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

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

vPlan

About vPlan

vPlan is a planning tool to plan and track your work.

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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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