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

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

The data sync between appzi and opencrm 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.