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

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

The data sync between Plotly and brex partner referrals 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.