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

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

The data sync between ai and Moneypenny 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.