Integrations Yellow.ai Financial Cents
Yellow.ai + Financial Cents

Connect Yellow.ai and Financial Cents to Build Intelligent Automations

Choose a Trigger

Yellow.ai

When this happens...

Choose an Action

Financial Cents

Automatically do this!

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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 Contact

New Contact

Triggers when a new contact is created.

New Client

New Client

When new client is created

Update Contact

Update Contact

Trigge when contact updated

Update Client

Update Client

Trigger when client updated

Delete Contact

Delete Contact

Trigger when contact delete .

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 Clients

Find Clients

Finds a client based on name.

Create Contact

Create Contact

Create a new contact.

Create Client

Create Client

Create a client

Update Contact

Update Contact

Update an existing contact, probably with input from previous steps.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Yellow.ai and Financial Cents 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 Financial Cents?

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 Financial Cents?

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

About Financial Cents

Financial Cents is a project and customer management software for bookkeepers and accountants

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