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

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

The data sync between rylee and get the referral 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.