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

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

The data sync between caretree and mela-works 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.