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

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

The data sync between Planly and Sourcery 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.