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

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

The data sync between neoncrm and Basix 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.