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

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

The data sync between crelate and bsi 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.