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

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

The data sync between practifi and Search and Save 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.