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

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

The data sync between vitally and incom 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.