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

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

The data sync between investnext and expensify 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.