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

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

The data sync between salesnexus and workamajig 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.