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

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

The data sync between autom and Clearpoint Strategy 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.