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

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

The data sync between ortto and clinchd 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.