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

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

The data sync between adviserlogic and calculoid 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.