To start, connect both your record360 and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in record360 triggers actions in adviserlogic (or vice versa).

Absolutely. You can customize how record360 data is recorded in adviserlogic. This includes choosing which data fields go into which fields of adviserlogic, setting up custom formats, and filtering out unwanted information.

The data sync between record360 and adviserlogic 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.