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

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

The data sync between plezi and finmei 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.