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

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

The data sync between instantcustomer and Kashoo 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.