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

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

The data sync between clientify and ai 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.