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

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

The data sync between sysaid and Referral Rock 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.