Connect Yellow.ai and Coda to Build Intelligent Automations

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Yellow.ai

When this happens...

Choose an Action

Coda

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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.

New Row

New Row

Triggers when a new row is created

Updated Row

Updated Row

Triggers when a new row is updated within the selected table

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.

Find a Row

Find a Row

Search for a Coda Row in the selected table using a column match search.

Create a Row

Create a Row

Creates a row in an existing table

Copy a Doc

Copy a Doc

Creates a copy of the specified Coda doc.

Deletes a doc

Deletes a doc

deletes a Coda doc.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Yellow.ai and Coda 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 Coda?

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 Coda?

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

About Coda

Coda is a versatile online tool that combines documents, spreadsheets, and building blocks to create dynamic docs for various needs. It’s used for project management, data tracking, and creating complex documents that function like applications.

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