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

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

The data sync between octoboard and truemail 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.