To start, connect both your click2mail and workamajig accounts to viaSocket. Once connected, you can set up a workflow where an event in click2mail triggers actions in workamajig (or vice versa).

Absolutely. You can customize how click2mail data is recorded in workamajig. This includes choosing which data fields go into which fields of workamajig, setting up custom formats, and filtering out unwanted information.

The data sync between click2mail and workamajig 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.