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

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

The data sync between SweetAssist and trackdesk 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.