Connect Yellow.ai and folk to Build Intelligent Automations

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Yellow.ai

When this happens...

Choose an Action

folk

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Ready to use Yellow.ai and folk automations

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.

Company Added

Company Added

Triggers when a new company is created or added to a group.

Person Added

Person Added

Triggers when a new person is created or added to a group.

Company Removed

Company Removed

Triggers when a company is deleted from the workspace or removed from a group.

Company Updated

Company Updated

Triggers when a company basic field ( like name, email or URL) in a group is updated.

Person Removed

Person Removed

Triggers when a person is deleted from the workspace or removed from a group.

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 or Update Person

Create or Update Person

Add or update Person

Create Company

Create Company

Create a new contact Company in your folk group .

Update Person

Update Person

Update a contact Person in your folk group.

Update Company

Update Company

Update a contact Company in your folk group.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Yellow.ai and folk 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 folk?

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 folk?

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

About folk

Folk is the next-generation CRM for teams, designed to make relationship management simple, collaborative, and adaptable. It centralizes contacts, deals, and communications in one intuitive workspace, so teams can work together seamlessly. With customizable fields, powerful search, and flexible pipelines, Folk adapts to any workflow — whether for sales, recruiting, partnerships, or community building. Its modern design and integrations help teams save time, stay organized, and focus on building stronger relationships.

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