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

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

The data sync between clinked and Investr 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.