Connect Yellow.ai and Close
Integrate Yellow.ai with Close to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Close when New Template Created in Yellow.ai
Update Contact in Close when New Template Created in Yellow.ai
Create Task in Close when New Template Created in Yellow.ai
Create Bulk Email in Close when New Template Created in Yellow.ai
Delete Email in Close when New Template Created in Yellow.ai
Popular Yellow.ai + Close flows
Start from a real workflow other teams are already running.
Choose a trigger
Yellow.ai
When this happens...
New Template Created
Choose an action
Close
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
Create Contact in Close when New Template Created in Yellow.ai
Use this flowUpdate Contact in Close when New Template Created in Yellow.ai
Use this flowCreate Task in Close when New Template Created in Yellow.ai
Use this flowCreate Bulk Email in Close when New Template Created in Yellow.ai
Use this flowDelete Email in Close when New Template Created in Yellow.ai
Use this flowUpdate Call in Close when New Template Created in Yellow.ai
Use this flowCreate Note in Close when New Template Created in Yellow.ai
Use this flowCreate Call in Close when New Template Created in Yellow.ai
Use this flowList Contacts in Close when New Template Created in Yellow.ai
Use this flowList Lead Status from Close when New Template Created in Yellow.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Yellow.ai and Close.
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when new template created
New Call
Triggers when a new Call is created or completed.
New Contact
Triggers when a new contact is created.
New Email
Triggers when a new incoming Email is created or an outgoing Email is sent.
New Lead
Triggers when a new lead is created.
Lead Status Change Updated
Triggers when a Lead status change is updated.
Do thisActions
Action is the task that follows automatically within your Yellow.ai integrations.
Create Or Update User
Create or update user profile
Get Outbound Templates
Get active outbound templates
Get User
Get all details of a specific user.
Create Contact
create a contact.
Update Contact
Update an existing contact.
Create Task
Creates a New Task.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Yellow.ai and Close accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Yellow.ai and Close as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Close. No coding required.
Yes. You can set up a workflow where Yellow.ai triggers actions in Close, and a separate workflow where Close triggers actions in Yellow.ai. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Yellow.ai and Close. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Yellow.ai and Close integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
