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

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

The data sync between smartnotation and clickedin 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.