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

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

The data sync between clientsuccess and yepcode 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.