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

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

The data sync between roger and claimwizard 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.