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

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

The data sync between fieldnotes and Chatbot Builder 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.