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

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

The data sync between smartengage and fieldnotes 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.