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

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

The data sync between convergepoint and relate 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.