Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new outbound template is created in Yellow.ai.
Action is the task that follows automatically within your Yellow.ai integrations.
Creates a new user in the Yellow.ai platform.
Get all active Outbound templates associated with a specified bot ID.
Processes an invoice/receipt image or PDF and extracts all relevant data like doc type, general, productItems, taxes and more.
Processes a receipt image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
Processes an invoice image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Yellow.ai and Eagle Doc accounts to viaSocket. Once connected, you can set up a workflow where an event in Yellow.ai triggers actions in Eagle Doc (or vice versa).
Absolutely. You can customize how Yellow.ai data is recorded in Eagle Doc. This includes choosing which data fields go into which fields of Eagle Doc, setting up custom formats, and filtering out unwanted information.
The data sync between Yellow.ai and Eagle Doc typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Yellow.ai and Eagle Doc. 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 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 MoreEagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
Learn More