Connect Yellow.ai and Avaza to Build Intelligent Automations
Choose a Trigger
When this happens...
New Outbound Template
Choose an Action
Automatically do this!
Get All Projects
Get a Section
Get All Companies
Get All Invoices
Get a Contact
Get All Contacts
Get All Bills
Create Contact
Create Project
Create a Task
Update Project
Delete a Task
Get All Tasks
Stop Timer
Create Invoice
Create Estimate / Quote
Create Bill
Create company
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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.
Invoice Sent
Triggers when a new Invoice is sent.
New Company
Triggers when a new contact Company is created.
New Contact
Triggered when a new company contact is created.
New Project
Triggers when a new Project is created.
New Task
Trigger when a new task is created.
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.
Get All Projects
Get an all existing projects.
Get a Section
Fetch a single section with the projectId.
Get All Companies
Get an all existing companies.
Get All Invoices
Get an all existing invoices.
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Frequently Asked Questions
To start, connect both your Yellow.ai and Avaza accounts to viaSocket. Once connected, you can set up a workflow where an event in Yellow.ai triggers actions in Avaza (or vice versa).
Absolutely. You can customize how Yellow.ai data is recorded in Avaza. This includes choosing which data fields go into which fields of Avaza, setting up custom formats, and filtering out unwanted information.
The data sync between Yellow.ai and Avaza 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 Avaza. 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 Avaza
- Avaza is described as a unified work management software designed to enhance productivity for teams. - It integrates a variety of functionalities into a single platform, allowing users to collaborate on projects, engage in chat, schedule resources, track time, manage expenses, and invoice customers. - Avaza is tailored for use in client-focused businesses, supporting modules for Project Management, Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing, which can be utilized together or independently to match a wide range of business needs
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