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

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

The data sync between viafirma and sharpspring 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.