Connect pst and onboardio to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between pst and onboardio?

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

Can we customize how data from pst is recorded in onboardio?

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

How often does the data sync between pst and onboardio?

The data sync between pst and onboardio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from pst to onboardio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between pst and onboardio?

Yes, you can set conditional logic to control the flow of data between pst and onboardio. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

pst

About pst

Process Server's Toolbox (PST) provides a complete set of power tools for process serving companies, their Clients, and their servers in the field - all designed to streamline service of process.

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onboardio

About onboardio

Onboard is a SaaS made specifically for customer implementation. Customized MAPS allow teams to automate the best implementation plans and provide visibility for every customer.

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