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

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

The data sync between symphony and Captisa Forms 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.