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

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

The data sync between riskadvisor and salespanel 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.