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

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

The data sync between smsbox and Coach Catalyst 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.