
When this happens...
New Outbound Template

Automatically do this!
Create a list
Create a List Item
Update List Item
Delete List Item
Find List Item
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new outbound template is created in Yellow.ai.
Triggers when new list is created.
Triggers when new item in the list is created.
Trigger when existing item in the list is updated.
Action is the task that follows automatically within your Yellow.ai integrations.
Creates a new user in the Yellow.ai platform.
Get all active Outbound templates associated with a specified bot ID.
Create a new list
Creates a new List Item.
Update an existing list item.
Delete an existing list item.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Yellow.ai and Microsoft Sharepoint accounts to viaSocket. Once connected, you can set up a workflow where an event in Yellow.ai triggers actions in Microsoft Sharepoint (or vice versa).
Absolutely. You can customize how Yellow.ai data is recorded in Microsoft Sharepoint. This includes choosing which data fields go into which fields of Microsoft Sharepoint, setting up custom formats, and filtering out unwanted information.
The data sync between Yellow.ai and Microsoft Sharepoint typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Yellow.ai and Microsoft Sharepoint. 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 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.
Learn MoreMicrosoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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