Connect Yellow.ai and vPlan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Outbound Template
Choose an Action
Automatically do this!
Create Activity
Create Resource
Ready to use Yellow.ai and vPlan automations
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 or Changed Collection
Triggers when a new collection is added or changed.
New or Updated Card
Triggers when a card is added or updated.
Attached or Detached Label on a Card
Triggers when a label is attached or detached from a card.
Attached or Detached Resource on a Card
Triggers when a resource is attached or detached from a card.
New or Changed Comment
Triggers when a new comment is added or changed.
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 Activity
Create a new Activity.
Create Resource
Create a new resource.
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Frequently Asked Questions
To start, connect both your Yellow.ai and vPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in Yellow.ai triggers actions in vPlan (or vice versa).
Absolutely. You can customize how Yellow.ai data is recorded in vPlan. This includes choosing which data fields go into which fields of vPlan, setting up custom formats, and filtering out unwanted information.
The data sync between Yellow.ai and vPlan 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 vPlan. 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.
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