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

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

The data sync between Circle and persio 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.