Integrations Yellow.ai Just Invoice
Yellow.ai + Just Invoice

Connect Yellow.ai and Just Invoice to Build Intelligent Automations

Choose a Trigger

Yellow.ai

When this happens...

Choose an Action

Just Invoice

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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.

Request a new Trigger for Yellow.ai

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 invoice

Create invoice

Create a new invoice with customer details, items, date, currency, and a note.

Get invoice details

Get invoice details

Show details for a selected invoice

Finalize invoice

Finalize invoice

Finalize an invoice to lock its details and mark it as complete.

Mark Invoice Paid

Mark Invoice Paid

Mask an existing final invoice as paid.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Yellow.ai and Just Invoice 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 Just Invoice?

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 Just Invoice?

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

About Just Invoice

Just Invoice is a comprehensive invoicing solution designed to streamline billing processes for businesses of all sizes. With features like customizable templates, automated reminders, and detailed reporting, it simplifies financial management and enhances cash flow efficiency.

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