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

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

The data sync between countable and documentero 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.