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

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

The data sync between infobot and folio 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.