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

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

The data sync between dailybot and processplan 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.