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

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

The data sync between Plotly and Autotask 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.