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

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

The data sync between coachaccountable and finmo 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.