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

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

The data sync between ptminder and Universal Summarizer 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.