To start, connect both your smarttouch-nexgen-crm and ez file drop accounts to viaSocket. Once connected, you can set up a workflow where an event in smarttouch-nexgen-crm triggers actions in ez file drop (or vice versa).

Absolutely. You can customize how smarttouch-nexgen-crm data is recorded in ez file drop. This includes choosing which data fields go into which fields of ez file drop, setting up custom formats, and filtering out unwanted information.

The data sync between smarttouch-nexgen-crm and ez file drop 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.