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

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

The data sync between servicepro and octoboard 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.