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

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

The data sync between reteach and clientpay 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.