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

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

The data sync between clientify and paperless 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.