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

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

The data sync between caretree and flow forms 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.