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

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

The data sync between upzelo and idwise 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.