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

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

The data sync between intelligencebank and Universal Summarizer 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.