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

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

The data sync between pleo and octorate 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.