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

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

The data sync between folio and customer fields 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.