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

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

The data sync between remindee and clientsuccess 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.