Connect Yellow.ai and Heartbeat to Build Intelligent Automations

Choose a Trigger

Yellow.ai

When this happens...

Choose an Action

Heartbeat

Automatically do this!

Ready to use Yellow.ai and Heartbeat 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.

New Event

New Event

Triggers when new events are created.

New Thread

New Thread

Triggers when the new thread is created.

On group join

On group join

Triggers when a user joins a group

New User

New User

Triggers when a new user joins your community through an invitation link.

New Event Rsvp

New Event Rsvp

Triggers when the user RSVP'd "Yes" OR confirms the event invitation.

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.

Add user to group

Add user to group

Add members to a group.

Create a Group

Create a Group

Creates a new Group in your Heartbeat community.

Remove User from Group

Remove User from Group

Remove members from a group.

Find User

Find User

Find the user by their E-mail id.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Yellow.ai and Heartbeat 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 Heartbeat?

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 Heartbeat?

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

About Heartbeat

Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.

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