Connect Yellow.ai and Ora to Build Intelligent Automations

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Yellow.ai

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Ora

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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 Comment Added to Task

New Comment Added to Task

Triggers when a new comment is added to task.

New Task

New Task

Triggers when a new task is added.

New Assignee Added to Task

New Assignee Added to Task

Triggers when a new assignee is added to task.

Task Update

Task Update

Triggers when an existing task is updated in Ora.

New Project

New Project

Triggers when a new project is added.

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 List

Create List

Creates a list.

Create Comment

Create Comment

Creates a comment.

Add Member to Card

Add Member to Card

Add Member to Card.

Create Schedule

Create Schedule

Creates a Schedule.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Yellow.ai and Ora 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 Ora?

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 Ora?

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

About Ora

Ora is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, kanban boards, and real-time chat, making it ideal for teams looking to improve their project execution and collaboration efforts.

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