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

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

The data sync between cim and dubsado 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.