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

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

The data sync between CompanyHub and quickfile 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.