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

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

The data sync between signonsite and meetrecord 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.