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

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

The data sync between insites and makemysummary 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.