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

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

The data sync between ideality and servicetitan 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.