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

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

The data sync between chatmasters and auditcase 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.