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

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

The data sync between quotecloud and act-on 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.