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

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

The data sync between spotlightr and Pitbull Tax 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.