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

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

The data sync between caretree and insurgrid 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.