To start, connect both your connect365 and uplisting accounts to viaSocket. Once connected, you can set up a workflow where an event in connect365 triggers actions in uplisting (or vice versa).

Absolutely. You can customize how connect365 data is recorded in uplisting. This includes choosing which data fields go into which fields of uplisting, setting up custom formats, and filtering out unwanted information.

The data sync between connect365 and uplisting 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.