Integrationsservicetradeonboardio
servicetrade + onboardio

Connect servicetrade and onboardio to Build Intelligent Automations

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servicetrade

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onboardio

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Frequently Asked Questions

How do I start an integration between servicetrade and onboardio?

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

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

Absolutely. You can customize how servicetrade 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 servicetrade and onboardio?

The data sync between servicetrade 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 servicetrade 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 servicetrade and onboardio?

Yes, you can set conditional logic to control the flow of data between servicetrade 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.

servicetrade

About servicetrade

ServiceTrade is a customer service and sales application for commercial service contractors. Convert more of your contract work into repair revenue. Educate customers about the work you did for them with media-rich online service reports. Manage your service operations and connect your customer service data with other business applications.

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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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