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

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

The data sync between adviserlogic and spheremail 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.