To start, connect both your roi4presenter and clienty accounts to viaSocket. Once connected, you can set up a workflow where an event in roi4presenter triggers actions in clienty (or vice versa).

Absolutely. You can customize how roi4presenter data is recorded in clienty. This includes choosing which data fields go into which fields of clienty, setting up custom formats, and filtering out unwanted information.

The data sync between roi4presenter and clienty 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.