Connect Yellow.ai and Google Docs to Build Intelligent Automations

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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 Document

New Document

Lists Google Docs created within the specified recent time window (default 15 minutes).

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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 Document From Text

Create Document From Text

Create a new Google Doc with the given title and content, optionally saving it to a specified Google Drive folder. Returns the document ID, edit URL, and export links.

Add or replace text in Google Doc

Add or replace text in Google Doc

Add new text to a selected Google Doc tab, or replace that tab’s existing content.

Create Document From Template

Create Document From Template

Create a Google Doc from a chosen template, replace template tags with provided values, optionally save it to a folder, and optionally share it with a user or anyone with the link.

Get Content of a Document

Get Content of a Document

Retrieve the document's title and plain-text content from Google Docs using its document ID.

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Step by step guides to integrate Yellow.ai and Google Docs

Frequently Asked Questions

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

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

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

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

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

The data sync between Yellow.ai and Google Docs 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 Google Docs?

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 Google Docs?

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

About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

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