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

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

The data sync between salescaptain and investnext 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.