Enable Integrations or automations with these events of Yellow.ai and CB Insights
Triggered when a new outbound template is created in Yellow.ai.
Creates a new user in the Yellow.ai platform.
Get all active Outbound templates associated with a specified bot ID.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Yellow.ai and CB Insights accounts to viaSocket. Once connected, you can set up a workflow where an event in Yellow.ai triggers actions in CB Insights (or vice versa).
Absolutely. You can customize how Yellow.ai data is recorded in CB Insights. This includes choosing which data fields go into which fields of CB Insights, setting up custom formats, and filtering out unwanted information.
The data sync between Yellow.ai and CB Insights 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 CB Insights. 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 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 MoreThe CB Insights market intelligence platform analyzes data points on venture capital, startups, patents, partnerships and tech news.
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