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

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

The data sync between octoboard and userengage 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.