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

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

The data sync between ubeya and vitally 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.