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

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

The data sync between reftab and convergepoint 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.