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

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

The data sync between click and e-sign 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.