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

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

The data sync between privio and utobo 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.