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

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

The data sync between Finaeo and Plotly 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.