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

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

The data sync between convirza and perspective 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.