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

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

The data sync between coreo and insites 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.