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

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

The data sync between planso and ambivo 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.