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

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

The data sync between pex and workbooks 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.