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

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

The data sync between pex and copperx 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.