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

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

The data sync between sharebuilders and retamo 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.