Connect Yellow.ai and planso to Build Intelligent Automations

Choose a Trigger

Yellow.ai

When this happens...

Choose an Action

planso

Automatically do this!

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

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

Triggers

New Outbound Template

New Outbound Template

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

Request a new Trigger for Yellow.ai

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 planso?

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

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

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

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

The data sync between Yellow.ai and planso 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 planso?

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 planso?

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

About planso

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

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