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

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

The data sync between involveme and client diary 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.