
When this happens...
New Outbound Template

Automatically do this!
Create Record
Update Record
Delete Record/s
Create Table
List Team's
Update an Team
Delete Team
Find or Create Record
Create or Update Record
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new outbound template is created in Yellow.ai.
Triggers when a new Record is created.
Triggers when a Record is updated.
Trigger When A new Team Create
Triggers when a Record is updated, or a new Record is added.
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.
Create a New Record in a Table
Update an Existing Record in a Grist Table
Delete existing records from a table
Create a New Table

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 Grist accounts to viaSocket. Once connected, you can set up a workflow where an event in Yellow.ai triggers actions in Grist (or vice versa).
Absolutely. You can customize how Yellow.ai data is recorded in Grist. This includes choosing which data fields go into which fields of Grist, setting up custom formats, and filtering out unwanted information.
The data sync between Yellow.ai and Grist 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 Grist. 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 MoreGrist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.
Learn More