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

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

The data sync between octoboard and coveo 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.