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

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

The data sync between serviceaide and coherent 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.