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

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

The data sync between caretree and scalr 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.