Connect Yellow.ai and ATZ CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Outbound Template
Choose an Action
Automatically do this!
Create Candidate
Update Candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create Job
Update Organization
Update Job
Ready to use Yellow.ai and ATZ CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Outbound Template
Triggered when a new outbound template is created in Yellow.ai.
Contact Added
Occurs when a new contact is added to ATZ CRM and provides the contact details.
New Candidate Added
Creates a new candidate record in ATZ CRM when a candidate is added, capturing their basic profile for tracking and follow-up.
Candidate Updated
Triggers when a candidate's record is updated in ATZ CRM and returns the updated candidate details.
Candidate Deleted
Notifies when a candidate record is deleted from the CRM.
Contact Deleted
Triggered when a contact is deleted from ATZ CRM.
Do thisActions
Action is the task that follows automatically within your Yellow.ai integrations.
Create User
Creates a new user in the Yellow.ai platform.
Get Outbound Templates
Get all active Outbound templates associated with a specified bot ID.
Create Candidate
Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.
Update Candidate
Update an existing candidate's profile in ATZ CRM using the candidate slug and any provided fields (name, contact, position, salary, languages, tags, etc.).
Create Contact
Create a new contact in ATZ CRM with details such as name, email, phone, organization, stage, owner, and tags.
Update Contact
Update a contact in ATZ CRM by providing the contact slug and any fields to change (name, email, phone, address, tags, owner, stage, description, etc.).
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Frequently Asked Questions
To start, connect both your Yellow.ai and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Yellow.ai triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how Yellow.ai data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Yellow.ai and ATZ CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Yellow.ai and ATZ CRM. 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.
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 MoreAbout ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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