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

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

The data sync between cardtapp and prefinery 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.