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

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

The data sync between upbooks and socie 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.