Integrations Yellow.ai Club Planner
Yellow.ai + Club Planner

Connect Yellow.ai and Club Planner to Build Intelligent Automations

Choose a Trigger

Yellow.ai

When this happens...

Choose an Action

Club Planner

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Outbound Template

New Outbound Template

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

Request a new Trigger for Yellow.ai

Do thisActions

Action is the task that follows automatically within your Yellow.ai integrations.

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.

Create Prospect

Create Prospect

Create a new prospect in ClubPlanner.

Request a new Action for Yellow.ai

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Frequently Asked Questions

How do I start an integration between Yellow.ai and Club Planner?

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

Can we customize how data from Yellow.ai is recorded in Club Planner?

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

How often does the data sync between Yellow.ai and Club Planner?

The data sync between Yellow.ai and Club Planner 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 Club Planner?

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 Club Planner?

Yes, you can set conditional logic to control the flow of data between Yellow.ai and Club Planner. 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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Club Planner

About Club Planner

ClubPlanner let's you manage your new sales and retention better!

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