Integrations Yellow.ai Process Street
Yellow.ai + Process Street

Connect Yellow.ai and Process Street to Build Intelligent Automations

Choose a Trigger

Yellow.ai

When this happens...

Choose an Action

Process Street

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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 Workflow Run

New Workflow Run

Triggers when a workflow is run.

Workflow Run Completed

Workflow Run Completed

Triggers when a workflow run is completed.

New Task Checked

New Task Checked

Triggers when a task is checked off in a workflow.

Task Ready

Task Ready

Triggers when a task is ready to be worked on.

Data Set Record Created

Data Set Record Created

Triggers when a new record is added to a data set.

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 Data Set Record

Create Data Set Record

Creates Data set record for specified id.

Delete Data Set Record

Delete Data Set Record

Deletes an existing record in a data set.

Update Task

Update Task

Update a task in workflow run.

List Workflows

List Workflows

Gets a list of active workflows.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Yellow.ai and Process Street 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 Process Street?

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 Process Street?

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

About Process Street

Automate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.

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