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

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

The data sync between salesoptima and filevine 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.