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

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

The data sync between formsite and deskdirector 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.