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

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

The data sync between clientsuccess and wingmate 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.