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

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

The data sync between callpage and Simplifi by Quicken 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.