Connect Yellow.ai and Togile to Build Intelligent Automations
Choose a Trigger
When this happens...
New Outbound Template
Choose an Action
Automatically do this!
Create Lead
Create Company
Create Contact
Update Lead
Find Product and Service
Create User
Create New Task
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Outbound Template
Triggered when a new outbound template is created in Yellow.ai.
New Lead
Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.
New Contact
Triggers when a contact is added in Togile and returns the contact details.
Edit Lead
Update an existing lead's details in Togile CRM.
Do thisActions
Action is the task that follows automatically within your Yellow.ai integrations.
Create User
Creates a new user in the Yellow.ai platform.
Get Outbound Templates
Get all active Outbound templates associated with a specified bot ID.
Create Lead
Add a new lead to Togile CRM with contact details, source, pipeline, and owner.
Create Company
Create a new company in Togile CRM.
Create Contact
Create a new contact in Togile using provided first/last name, email, phone and optional company, title, owner, source, and custom fields.
Update Lead
Update an existing lead's details in Togile CRM (name, email, phone, source, pipeline, owner, and custom fields).
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Frequently Asked Questions
To start, connect both your Yellow.ai and Togile accounts to viaSocket. Once connected, you can set up a workflow where an event in Yellow.ai triggers actions in Togile (or vice versa).
Absolutely. You can customize how Yellow.ai data is recorded in Togile . This includes choosing which data fields go into which fields of Togile , setting up custom formats, and filtering out unwanted information.
The data sync between Yellow.ai and Togile 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 Togile . 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.
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.
Learn MoreAbout Togile
Togile is a comprehensive project management platform designed to streamline workflows and enhance team collaboration. With its intuitive interface, Togile helps teams plan, execute, and track projects efficiently, ensuring timely delivery and improved productivity.
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