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

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

The data sync between infinitecrm and Otter Waiver 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.