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

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

The data sync between roam and invitereferrals 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.