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

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

The data sync between caretree and fyi 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.