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

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

The data sync between zenegy and Insurance Xdate 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.