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

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

The data sync between idi and salesgear 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.