Connect Yellow.ai and insurgo to Build Intelligent Automations

Choose a Trigger

Yellow.ai

When this happens...

Choose an Action

insurgo

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Enable Integrations or automations with these events of Yellow.ai and insurgo

Enable Integrations or automations with these events of Yellow.ai and insurgo

Triggers

New Outbound Template

New Outbound Template

Triggered when a new outbound template is created in Yellow.ai.

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Actions

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.

Request a new Action for Yellow.ai

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Frequently Asked Questions

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

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

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

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

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

The data sync between Yellow.ai and insurgo 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 insurgo?

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 insurgo?

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

About insurgo

As an innovative cloud-based broker management program, Insurgo is the timely all-in-one solution for digitized brokerage firms.

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