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

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

The data sync between cloudmattr and OtterText 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.