Connect Yellow.ai and SimpleKPI to Build Intelligent Automations

Choose a Trigger

Yellow.ai

When this happens...

Choose an Action

SimpleKPI

Automatically do this!

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.

Add KPI entry

Add KPI entry

Add a KPI data entry with a date, actual and target values, and optional notes.

Update KPI entry

Update KPI entry

Update an existing KPI entry for a given date with new actual, target, or notes.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Yellow.ai and SimpleKPI 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 SimpleKPI?

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 SimpleKPI?

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

About SimpleKPI

SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.

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