Connect Yellow.ai and Webtiger to Build Intelligent Automations

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Yellow.ai

When this happens...

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Webtiger

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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 Lead

New Lead

Triggers when a new lead is created

New Contract

New Contract

Triggers when a new contact is created

New Customer

New Customer

Triggers when a new customer is added

New Estimate

New Estimate

Triggers when a new estimate is created

New Invoice

New Invoice

Triggers when a new invoice is cretaed

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 Lead

Add Lead

Creates a new lead

Add Contract

Add Contract

Creates a new contract

Add Customer

Add Customer

Creates a new customer in the system

Add Estimate

Add Estimate

Creates a new estimate in the system

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Frequently Asked Questions

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

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

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

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

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

The data sync between Yellow.ai and Webtiger 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 Webtiger?

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 Webtiger?

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

About Webtiger

Webtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.

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