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

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

The data sync between playbook and Cleansify 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.