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

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

The data sync between agiliron and salesviewer 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.