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

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

The data sync between classy and Whole Practice 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.