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

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

The data sync between smartengage and invoicingplus 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.