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

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

The data sync between agiliron and playbook 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.