To start, connect both your persio and b2chat accounts to viaSocket. Once connected, you can set up a workflow where an event in persio triggers actions in b2chat (or vice versa).

Absolutely. You can customize how persio data is recorded in b2chat. This includes choosing which data fields go into which fields of b2chat, setting up custom formats, and filtering out unwanted information.

The data sync between persio and b2chat 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.