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

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

The data sync between ksaar and retainr 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.