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

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

The data sync between uplead and workiz 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.