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

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

The data sync between Autotask and yobi 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.