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

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

The data sync between capssion and backnine insurance 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.