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

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

The data sync between riskadvisor and salesmaa 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.