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

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

The data sync between centricminds and dotloop 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.