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

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

The data sync between accountedge and talknotes 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.