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

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

The data sync between claimwizard and smartdialog 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.