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

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

The data sync between repcard and chatforma 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.