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

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

The data sync between retamo and vanillasoft 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.