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

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

The data sync between yodel and fin compliance 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.