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

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

The data sync between adviserlogic and onboardio 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.