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

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

The data sync between refersion and encircle 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.