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

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

The data sync between cloudmattr and proposify 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.