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

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

The data sync between referralhero and taxplaniq 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.