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

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

The data sync between convo and dbureau 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.