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

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

The data sync between ambivo and record 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.