Everything you can automate between Yellow.ai and CraftMyPDF.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new template created
Action is the task that follows automatically within your Yellow.ai integrations.
Create or update user profile
Get active outbound templates
Get all details of a specific user.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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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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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 moreCraftMyPDF is a document automation platform to design and generate pixel‑perfect PDFs and images from reusable templates. It features a drag‑and‑drop template editor, powerful expressions and custom JavaScript, fillable PDF components, charts, barcodes/QR codes, and HTML‑to‑PDF. Automate via REST API or no‑code integrations (Zapier, Make, Bubble, n8n, Coda, FlutterFlow). Supports regional endpoints and is SOC 2 Type II audited. Common use cases include invoices, contracts, reports, labels, certificates, and more.
Learn moreSign up for a free viaSocket account, then authorize both your Yellow.ai and CraftMyPDF 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 CraftMyPDF 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 CraftMyPDF. No coding required.
Yes. You can set up a workflow where Yellow.ai triggers actions in CraftMyPDF, and a separate workflow where CraftMyPDF 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 CraftMyPDF. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Yellow.ai and CraftMyPDF integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.