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

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

The data sync between folio and upnify 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.