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

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

The data sync between cm and docsgenflow 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.