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

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

The data sync between formidable and caretree 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.