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

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

The data sync between retainr and hello customer 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.