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

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

The data sync between IdeaPlan and sightmill 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.