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

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

The data sync between pledge and autom 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.