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

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

The data sync between privio and exly 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.