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

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

The data sync between roofr and collected notes 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.