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

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

The data sync between privio and endear 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.