Connect Yellow.ai and Pipefy to Build Intelligent Automations

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Yellow.ai

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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 Record

Create Record

Creates a new table record.

Create Card

Create Card

Creates a new card.

Delete Card

Delete Card

Delete a card using card id.

Update Card

Update Card

Updates a card Title.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Yellow.ai and Pipefy 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 Pipefy?

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 Pipefy?

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

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

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