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

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

The data sync between reflexionai and chargedesk 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.