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

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

The data sync between act-on and roam 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.