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

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

The data sync between ambient and Offorte Proposals 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.