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

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

The data sync between upsales and proof 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.