Connect Yellow.ai and Dovetail to Build Intelligent Automations

Choose a Trigger

Yellow.ai

When this happens...

Choose an Action

Dovetail

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.

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

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 Note

Create Note

Create Data Point

Create Data Point

Add Data to Project

Add Data to Project

Add Data to Project.

List Tags

List Tags

List of all tags associated with a workspace

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Frequently Asked Questions

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

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

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

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

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

The data sync between Yellow.ai and Dovetail 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 Dovetail?

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 Dovetail?

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

About Dovetail

Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.

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