Connect retriever and onboard to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between retriever and onboard?

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

Can we customize how data from retriever is recorded in onboard?

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

How often does the data sync between retriever and onboard?

The data sync between retriever and onboard 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 retriever to onboard?

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 retriever and onboard?

Yes, you can set conditional logic to control the flow of data between retriever and onboard. 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.