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

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

The data sync between pleo and reftab 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.