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

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

The data sync between salesboard and givepanel 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.