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

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

The data sync between rollworks and customerly 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.