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

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

The data sync between folio and ai-fm 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.