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

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

The data sync between sumoquote and overledger 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.