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

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

The data sync between caretree and Async Interview 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.