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

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

The data sync between accountingbox and engage 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.