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

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

The data sync between crexendo and phonetonote 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.