Connect Yellow.ai and outline to Build Intelligent Automations

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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 Document Published

New Document Published

Triggers when a new document is published.

Collection Created

Collection Created

Triggers when a new collection is created in outline account.

Document Created

Document Created

Triggers when a new document is created in outline account.

Group Created

Group Created

Triggers when a new group is created in outline.

Stars Created

Stars Created

Triggers when a document or collection is starred.

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 Document

Create Document

Creates a document in outline.

Create an Attachment

Create an Attachment

Creates an attachment record and upload URL.

Delete an Attachment

Delete an Attachment

Removes an attachment by ID.

Update a Collection

Update a Collection

Updates an existing collection’s details.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Yellow.ai and outline 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 outline?

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 outline?

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

About outline

Outline is a fast, open‑source team knowledge base and wiki for organizing internal documentation, product specs, support answers, meeting notes, and onboarding. It features a blazing‑fast Markdown editor with slash commands, real‑time collaboration with comments and threads, powerful search with optional AI answers, and 20+ integrations including Slack, Figma, and Loom. Teams can manage permissions, guest access, and public sharing, and customize branding with custom domains; it’s available both as a hosted cloud service and a self‑hosted deployment. Designed for speed, simplicity, and transparency, Outline serves as a shared long‑term memory for modern teams.

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