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

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

The data sync between upcall and nodafi 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.