Connect Yellow.ai and ACT! 365 to Build Intelligent Automations

Choose a Trigger

Yellow.ai

When this happens...

Choose an Action

ACT! 365

Automatically do this!

Enable Integrations or automations with these events of Yellow.ai and ACT! 365

Enable Integrations or automations with these events of Yellow.ai and ACT! 365

Triggers

New Outbound Template

New Outbound Template

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

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Actions

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 Yellow.ai

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Frequently Asked Questions

How do I start an integration between Yellow.ai and ACT! 365?

To start, connect both your Yellow.ai and ACT! 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in Yellow.ai triggers actions in ACT! 365 (or vice versa).

Can we customize how data from Yellow.ai is recorded in ACT! 365?

Absolutely. You can customize how Yellow.ai data is recorded in ACT! 365. This includes choosing which data fields go into which fields of ACT! 365, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Yellow.ai and ACT! 365?

The data sync between Yellow.ai and ACT! 365 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 Yellow.ai to ACT! 365?

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 Yellow.ai and ACT! 365?

Yes, you can set conditional logic to control the flow of data between Yellow.ai and ACT! 365. 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.

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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ACT! 365

About ACT! 365

Act! 365 puts essential sales and marketing tools in your hands to close more deals, find new leads, and grow your business. The perfect Microsoft® Office 365 companion, stay productive from your inbox, the app—or wherever work takes you.

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